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Salesforce report type creation interface shows all available fields without easy duplicate filtering options, making it difficult to avoid confusion from formula fields that duplicate original field functionality.
Here’s a better approach that eliminates duplicate field issues entirely while giving you more flexibility than traditional report types.
Build reports directly from Salesforce objects with complete duplicate field control
Instead of creating new report types in Salesforce , Coefficient lets you build reports directly from Salesforce objects with complete control over field selection. You can naturally exclude duplicates and avoid the permanent report type management overhead.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient and authenticate with Salesforce. This gives you direct access to all objects without needing to create or modify report types in Salesforce Setup.
Step 2. Use Object & Field imports for custom field filtering.
Select “From Objects & Fields” to build reports from any Salesforce object. During import setup, you’ll see extensive field lists where you can review and select only the fields you need.
Step 3. Exclude formula duplicates during field selection.
Browse through the available fields and avoid selecting formula duplicates of original fields. For example, if you see both “Amount” and “Amount_Formula__c” that calculate the same value, choose only the one you actually need.
Step 4. Create multiple import configurations for different reporting needs.
Build different field combinations for various reporting scenarios without creating permanent report types in Salesforce. Each configuration can have different field selections tailored to specific use cases.
Step 5. Write custom SOQL queries for advanced duplicate handling.
For complex scenarios, create custom SOQL queries that specifically exclude duplicate fields or use field aliases to differentiate them clearly in your reports.
Skip the report type headaches entirely
This approach eliminates the need to manage duplicate fields in Salesforce report types while giving you more flexibility in report creation. You can access the same data with better field management without affecting other users’ reporting capabilities. Start building duplicate-free reports today.
