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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.”
Custom report types in Professional Edition can help organize data relationships but cannot bypass the fundamental running user limitation for dashboards since dashboard components still display the same data to all users regardless of the underlying report type structure.
Here’s how to get true user-specific data access that works with any Salesforce report or object.
Get genuine user-specific data access beyond report type limitations
Coefficientprovides true user-specific data access through direct object access, user-specific filtering, cross-object analysis, and real-time personalization that custom report types cannot provide at the dashboard level. You can import from any standard or custom object without requiring custom report type configuration.
How to make it work
Step 1. Access any object with user-specific filtering.
Use Coefficient’s “From Objects & Fields” to build ad-hoc reports from any object with user-specific filtering like Owner.Email = CURRENT_USER. This eliminates the need to create custom report types just to link objects like Opportunities with Campaign Members and Tasks.
Step 2. Build dynamic cross-object relationships.
Import related Account fields, Campaign Member data, and Associated Tasks in a single import with automatic user filtering. Access related object data on-demand versus predefined report type relationships, and automatically filter across all related objects based on user ownership or territory.
Step 3. Create advanced analytics without report type constraints.
Write custom SOQL queries that join multiple objects and apply user-based conditions that would require complex custom report type configurations. Build complex calculations, pivot tables, and visualizations that would require extensive custom development to achieve through report types.
Step 4. Enable historical tracking and export capabilities.
SalesforceUse Snapshots to track user performance over time without complex report type configurations for historical data. Push user-specific updates back toobjects directly from personalized dashboards, and access all standard objects (Account, Contact, Lead, Opportunity) plus any custom objects without object limitations.
Move beyond custom report type workarounds
Start accessingThis eliminates the need for complex custom report type workarounds while providing genuinely dynamic, user-specific functionality that Professional Edition cannot achieve through report types alone.user-specific data without the custom report type complexity.
