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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.”
Standard Salesforce exports miss inactive records, custom fields hidden from page layouts, and data that doesn’t appear in regular list views, giving you an incomplete picture of your CRM data.
While you can’t access permanently deleted records, here’s how to export significantly more data than standard tools allow, including most hidden and inactive records.
Access comprehensive CRM data using Coefficient
Coefficient can access significantly more Salesforce data than standard export tools by connecting directly to the API. This includes inactive leads, contacts, and accounts, plus records from all custom objects and fields regardless of page layout visibility.
How to make it work
Step 1. Connect to Salesforce and choose the Objects & Fields method.
Install Coefficient in Salesforce Sheets or Excel. Select “Import from Apps,” choose Salesforce, and authenticate. Use the “From Objects & Fields” import method to access any object in your org, including custom objects that may not appear in standard views.
Step 2. Target inactive records with specific filters.
When importing leads, apply filters to specifically target inactive records. Use criteria like “IsConverted = true” for converted leads or “Status = Dead” for inactive prospects. For contacts and accounts, filter by “IsActive = false” or similar status fields.
Step 3. Include all available fields, especially custom fields.
Select all available fields from the extensive field lists, including custom fields that may be hidden from standard page layouts. Coefficient shows you every field accessible through the API, regardless of UI visibility settings.
Step 4. Use custom SOQL queries for complex inactive record criteria.
Write custom queries to identify records that don’t appear in standard reports. For example: “SELECT Id, Name, Status, LastActivityDate FROM Lead WHERE LastActivityDate < LAST_N_DAYS:365 AND Status != ‘Qualified'” finds leads that haven’t been active in over a year.
Step 5. Handle data that remains inaccessible.
Remember that permanently deleted records purged from the Recycle Bin and data restricted by your user permissions will still be inaccessible. For these cases, contact your Salesforce admin about permission adjustments or data recovery options.
Capture the complete picture of your CRM data
This approach captures a much more comprehensive dataset than Salesforce’s native export tools, giving you visibility into records and fields you didn’t know existed. Start accessing your complete CRM data today.
