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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.”
Coefficient provides seamless integration for Salesforce custom reports with automated refresh capabilities. All custom report logic, field selections, and calculations are preserved while delivering enhanced analysis capabilities in Google Sheets.
Here’s how to export your custom reports with automated refresh while maintaining all your custom configurations and report-specific features.
Preserve custom report functionality with automated Google Sheets export using Coefficient
Coefficient accesses any custom Salesforce report through its comprehensive report browser and maintains all custom features including custom fields, calculated fields, groupings, and complex filters. The automated refresh keeps your custom report data current without losing any report-specific logic.
How to make it work
Step 1. Access your custom reports through Coefficient.
Install Coefficient and connect to Salesforce. Browse through all your custom reports using the comprehensive report browser. You’ll see every custom report you have access to, including those built with custom objects and cross-object relationships.
Step 2. Import with preserved custom logic.
Select “From Existing Report” and choose your custom report. Coefficient imports all custom report features including custom fields, calculated fields, groupings, filters, and field relationships. Report-specific sorting and field order are maintained automatically.
Step 3. Set up automatic refresh scheduling.
Configure automated refresh with hourly, daily, or weekly options to keep your custom report data current. The refresh maintains all custom report logic while updating the underlying data based on your schedule.
Step 4. Add enhanced analysis capabilities.
Apply additional dynamic filters in Google Sheets for extended analysis beyond your original Salesforce report scope. Use Formula Auto Fill Down to add calculated metrics that complement your existing custom report calculations.
Step 5. Maintain custom field relationships.
All custom field relationships and lookup field data are preserved during import and refresh. Cross-object report types maintain their complex relationships, giving you the full power of your custom report design in Google Sheets.
Extend your custom reports beyond Salesforce limitations
Automated custom report export eliminates manual download processes while preserving all your custom report work and enabling enhanced spreadsheet-based analysis. Start exporting your custom reports with automated refresh today.
