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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 reusable ID lists from Salesforce report results by setting up dynamic imports that automatically maintain currency with your source data and format IDs for multiple filtering applications.
This approach creates a “single source of truth” for ID-based filtering that serves all your needs while requiring zero manual maintenance after initial setup.
Build self-updating master ID lists using Coefficient
Coefficient excels at creating dynamic, reusable ID lists that maintain currency with your Salesforce data and automatically format for different use cases.
How to make it work
Step 1. Set up your master ID repository with scheduled refreshes.
Import your source Salesforce report using Coefficient and configure it as your master ID repository. Set up scheduled refreshes (hourly, daily, or weekly) to keep your ID list automatically current with Salesforce changes.
Step 2. Create multiple format variations for different use cases.
Build different ID list formats from the same source data: use =TEXTJOIN(“,”, TRUE, A:A) for comma-separated filter criteria, =TEXTJOIN(CHAR(10), TRUE, A:A) for line-separated bulk operations, and =”””” & TEXTJOIN(“””,”””, TRUE, A:A) & “””” for quoted SOQL queries.
Step 3. Build conditional sublists for dynamic filtering needs.
Create filtered ID sublists using formulas like =FILTER(MasterIDs!A:A, MasterIDs!B:B=”Active”) for only active accounts, or =FILTER(MasterIDs!A:A, MasterIDs!C:C>TODAY()-30) for recent opportunities. These automatically update as your criteria change.
Step 4. Set up cross-report usage with formula references.
Reference your master ID list across multiple imported reports using formulas like =VLOOKUP(A2, MasterList!A:B, 2, FALSE) or =ISNUMBER(MATCH(A2, MasterList!A:A, 0)). This ensures all your reports use the same authoritative ID source.
Step 5. Configure change alerts for stakeholder notifications.
Set up Slack or email notifications when your ID list changes significantly, such as when new IDs are added or removed. This keeps teams informed about changes that might affect their filtering criteria.
Maintain one list that serves all your filtering needs
This dynamic approach eliminates multiple static lists that become outdated and provides one authoritative source that automatically stays synchronized with Salesforce. Create your self-updating master ID list and eliminate manual list maintenance forever.
