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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 scheduling only works for licensed users, which creates a major roadblock when you need to share reports with external recipients like clients, vendors, or board members.
Here’s how to set up automated report delivery to anyone with an email address, regardless of their Salesforce access.
Bypass Salesforce’s licensing restrictions using Coefficient
Coefficient solves this problem by connecting Salesforce to Google Sheets, then using Google Sheets’ sharing capabilities to email reports to unlimited external recipients. You get all the automation benefits without the licensing headaches.
How to make it work
Step 1. Import your Salesforce report into Google Sheets.
Open Google Sheets and install Coefficient from the Extensions menu. Connect to your Salesforce instance and select “Import from Report.” Choose your desired report and all fields will automatically populate in your spreadsheet.
Step 2. Set up automated data refresh.
Click on your import and select “Schedule refresh.” Choose your frequency – hourly, daily, or weekly options are available. This keeps your external recipients receiving current data without any manual work from you.
Step 3. Configure email alerts for external recipients.
Navigate to Coefficient’s Email Alert feature and choose “Scheduled time” as your trigger. Add any external email addresses you need – there are no domain restrictions. Customize your message with dynamic data, charts, or screenshots of your report.
Step 4. Match your delivery schedule to your refresh timing.
Set your email delivery schedule to match or follow your data refresh schedule. You can segment different recipient groups with different schedules – maybe executives get weekly summaries while operational teams get daily updates.
Start sharing reports beyond your Salesforce org
This approach eliminates the need for additional Salesforce licenses while maintaining data security and freshness. Your external stakeholders get professionally formatted reports automatically, and you save hours of manual export work each week. Try Coefficient to start automating your report distribution today.
