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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.”
Export and reimport offers a viable workaround for reorganizing Salesforce reports when folder permissions block direct moves, though native Salesforce has significant limitations for this approach.
You’ll discover why traditional export/import falls short and learn about a superior solution that provides enhanced organization capabilities with live data connections.
Skip export limitations with Coefficient’s enhanced data organization
CoefficientSalesforceSalesforceprovides a more robust alternative to traditional export/import by directly importing allreports into organized spreadsheet structures. Unlike native export formats that lose functionality, Coefficient maintains live data connections while allowing you to create custom organizational structures with advanced filtering and automated updates not possible withexports.
How to make it work
Step 1. Import target reports using Coefficient’s “From Existing Report” feature.
Access any Salesforce report regardless of folder permissions and import directly into your spreadsheet. This bypasses the need for traditional export/import cycles while maintaining data integrity and formatting.
Step 2. Create logical organization with spreadsheet tabs representing your ideal folder structure.
Set up tabs for different business functions, departments, or report types. Apply custom filtering, formatting, and calculations to enhance report utility beyond what’s possible in native Salesforce exports.
Step 3. Configure automated refresh schedules to maintain data currency.
Set up hourly, daily, or weekly updates to keep your organized data current without manual re-export processes. Enable Slack or email alerts for data changes and create snapshots for historical tracking.
Step 4. Use Coefficient’s Scheduled Exports to push organized data back to Salesforce.
Push updated data back to Salesforce based on your organized structure, create new reports programmatically, and update records through API connections for a complete data management workflow.
Transform your report organization approach
Get startedThis method provides immediate organizational benefits while maintaining live connections to your Salesforce data, effectively creating a superior folder structure outside of permission constraints.with better report organization today.
