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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 joined report export can’t exceed 20,000 records per block due to platform restrictions. This limit applies regardless of your permissions or org type, creating a roadblock for comprehensive data analysis.
But you can work around this limitation by accessing your data through a different path that bypasses the joined report structure entirely.
Bypass the limit with object-level imports using Coefficient
Instead of exporting the joined report, you can import data directly from the Salesforce objects that make up your report. This method eliminates the 20,000 record restriction while maintaining all your analytical capabilities—and adds some new ones Salesforce doesn’t offer.
How to make it work
Step 1. Document your joined report structure.
Identify which objects and fields your joined report uses across all blocks. Note the filters, date ranges, and criteria applied to each block so you can recreate them.
Step 2. Connect Coefficient to your Salesforce org.
Set up the connection and navigate to the “From Objects & Fields” feature. This lets you import directly from any Salesforce object without going through the report layer.
Step 3. Create separate imports for each object.
Import Accounts, Opportunities, Contacts, or whatever objects your joined report contains. Apply the same filters from your original report blocks using Coefficient’s advanced filtering options.
Step 4. Set up dynamic filtering.
Configure filters that point to cells in your spreadsheet. This lets you modify criteria without editing import settings, making your analysis more flexible than the original joined report.
Step 5. Recreate your analysis logic.
Use spreadsheet formulas or Coefficient’s formula auto-fill feature to replicate your joined report calculations. You can also use VLOOKUP or INDEX/MATCH to connect data between objects.
Step 6. Schedule automated refreshes.
Set up hourly, daily, or weekly refreshes to keep your data current. You can also configure alerts when data changes or meets specific thresholds.
Get unlimited access to your data
This approach gives you the same multi-object analysis as joined reports but without artificial record limits. You also get automated refreshes, dynamic filtering, and real-time alerts that aren’t available in Salesforce’s native reports. Start accessing your complete dataset today.
