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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 export custom CRM view data to Excel without using report wizards by connecting directly to CRM objects and using flexible data extraction methods that bypass wizard limitations entirely.
This approach provides superior field selection, filtering capabilities, and data relationship access compared to traditional CRM report wizards while eliminating complex multi-step wizard processes.
Connect directly to CRM objects and bypass report wizards using Coefficient
Coefficient provides comprehensive object-level access to Salesforce CRMs without wizard dependencies. You can access standard and custom objects directly, choose specific fields from extensive lists, and apply complex filtering logic that goes beyond wizard capabilities.
How to make it work
Step 1. Choose your direct export method.
Select from three approaches: Objects & Fields import for ad-hoc queries, Custom SOQL Query for complex requirements, or Existing Report Import to modify available reports without recreating them through wizards.
Step 2. Select CRM objects and fields directly.
Choose any standard objects (Account, Contact, Lead, Opportunity) or custom objects without navigating wizard field selection limitations. Access extensive field lists and select exactly the data you need for your custom view.
Step 3. Apply complex filtering logic beyond wizard capabilities.
Use AND/OR filter combinations with operators like equals, contains, greater than, and in/not in. Apply filtering criteria that would require multiple wizard steps in a single configuration screen.
Step 4. Access related object fields through lookups.
Pull in fields from related objects that aren’t available through standard wizard processes. For example, include Account fields when exporting Opportunities, or Contact fields when working with Leads.
Step 5. Set up dynamic filters pointing to Excel cells.
Reference specific Excel cells for interactive parameter control, enabling territory-based filtering, date range selection, or status filtering without modifying export settings. This provides wizard-like interactivity with superior flexibility.
Step 6. Configure scheduled automatic refresh.
Set up hourly to weekly refresh schedules to maintain live CRM data in Excel. This eliminates the need to re-run wizard processes for updated data while providing continuous access to current information.
Step 7. Write custom SOQL queries for advanced requirements.
For complex data needs, write custom queries that join multiple CRM objects, apply advanced filtering, and create aggregations that would be impossible through report wizards.
Skip the wizard complexity and get your CRM data faster
This approach provides superior flexibility, speed, and functionality compared to traditional CRM report wizards while eliminating training requirements and multi-step processes. Start exporting your custom CRM views today without wizard limitations.
