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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.”
The inability to email Salesforce reports to stakeholders without user licenses creates a costly barrier – you either pay for unnecessary licenses or resort to manual export processes.
Here’s how to export Salesforce data and automate email distribution to unlimited external recipients without additional licensing costs.
Transform Salesforce into an open data platform using Coefficient
Coefficient provides comprehensive export capabilities from Salesforce combined with automated email distribution. You can serve all stakeholders effectively, regardless of their license status, while maintaining data governance and security.
How to make it work
Step 1. Choose your Salesforce export method.
Coefficient offers multiple export options: direct import from existing Salesforce reports, custom object queries for ad-hoc reports, SOQL queries for advanced needs, or formula functions for dynamic lookups. Select the method that best fits your data requirements.
Step 2. Transform and enhance your data.
Apply additional calculations and formatting in Google Sheets, combine multiple Salesforce reports into unified views, and create executive summaries with key metrics. Build custom visualizations that go beyond Salesforce’s native capabilities.
Step 3. Configure stakeholder-specific distribution.
Set up Email Alerts with multiple stakeholder groups – executive teams getting weekly summaries, board members receiving monthly reports, external auditors getting quarterly data, and customers receiving personalized metrics. Customize delivery schedules, data granularity, and formatting requirements for each group.
Step 4. Implement security and compliance measures.
Maintain data governance through filtered imports, control which fields are visible to external recipients, and use Google Sheets’ sharing permissions for additional security. Create audit logs of all distributed reports for compliance tracking.
Maximize ROI while serving all stakeholders
This approach eliminates the need for “viewer” licenses that cost $25-75 per month each, saves 5-10 hours weekly on manual report distribution, and reduces errors from manual processes. Your stakeholders get timely, accurate data while you control costs and maintain security. Start serving all your stakeholders today.
