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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can create comma-separated lists of IDs from Salesforce report results by importing your report data into a spreadsheet and using text manipulation formulas to format the IDs automatically.
This approach provides reusable, automated comma-separated lists that update dynamically when your Salesforce report data changes.
Generate automated comma-separated ID lists using Coefficient
Coefficient combines Salesforce data import with powerful spreadsheet text manipulation, letting you create comma-separated ID lists that automatically update when your source data changes.
How to make it work
Step 1. Import your Salesforce report data into Google Sheets or Excel.
Use Coefficient to pull your Salesforce report directly into your spreadsheet. All record IDs will be available in a standard column format, ready for formula manipulation.
Step 2. Create comma-separated lists using text join formulas.
In Google Sheets, use =TEXTJOIN(“,”, TRUE, A2:A100) to create a comma-separated list from your ID column. In Excel, use the same TEXTJOIN formula. This automatically converts your column of IDs into a single comma-separated string.
Step 3. Set up conditional and unique ID lists for advanced filtering.
Create conditional lists using formulas like =TEXTJOIN(“,”, TRUE, IF(B2:B100=”Closed Won”, A2:A100, “”)) to only include IDs meeting specific criteria. Combine with UNIQUE function: =TEXTJOIN(“,”, TRUE, UNIQUE(A2:A100)) to eliminate duplicates.
Step 4. Configure scheduled refreshes for automatic updates.
Set up automated refreshes so your comma-separated ID lists stay current with your Salesforce data. This ensures you’re always working with up-to-date information for filters, email templates, or API calls.
Build reusable ID formatting that stays current
This automated approach provides comma-separated ID lists that stay synchronized with your Salesforce data and can be easily copied into filters or other applications. Create your automated ID formatting system and eliminate manual list building.
