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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.”
Salesforce’s native Report Builder can’t create dynamic date bucket fields that automatically update as time passes. The bucket field functionality only allows basic groupings and lacks complex date calculations.
Here’s how to build sophisticated date bucket fields that automatically recategorize records as they age, something impossible with standard Salesforce buckets.
CoefficientBuild dynamic date buckets using
SalesforceSalesforceThe solution involves importing yourdata intospreadsheets where you can create formulas that automatically calculate aging buckets. Unlike static Salesforce bucket fields, these formulas recalculate every time your data refreshes.
How to make it work
Step 1. Import your Salesforce data with LastModifiedDate.
Use Coefficient to pull records from any Salesforce object (Accounts, Contacts, Leads, Opportunities) including the LastModifiedDate field. This gives you access to the raw date data needed for dynamic calculations.
Step 2. Create your dynamic date bucket formula.
In the column next to your imported data, add this formula that automatically categorizes records based on how many days have passed since modification:
Step 3. Enable Formula Auto Fill Down.
Turn on Coefficient’s Formula Auto Fill Down feature so new records automatically get the bucket formula applied during data refreshes. This ensures consistent categorization across your entire dataset.
Step 4. Schedule automated refreshes.
Set up daily or hourly refreshes so your aging buckets stay current. As days pass, records automatically move from “0-30 Days” to “31-60 Days” and so on, giving you real-time aging analysis.
Step 5. Export bucket values back to Salesforce (optional).
Use Coefficient’s export functionality to push the calculated bucket values back to a custom field in Salesforce. This lets you use the dynamic buckets in Salesforce workflows and automation.
Start building better date buckets today
Try CoefficientDynamic date bucket fields give you aging analysis that actually reflects reality, automatically updating as time progresses.to build date buckets that work the way your business needs them to.
