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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 list view export only includes fields directly visible in the list view and can’t pull related object data through lookups, forcing you to create complex VLOOKUP formulas.
Here’s how to export your list view data along with related fields from parent and child objects in a single, flat Excel format.
Import related object data alongside your main records using Coefficient
Coefficient accesses related object fields through lookups that Salesforce’s native exports simply can’t handle. You can pull data from multiple objects simultaneously and get everything in an Excel-friendly format.
How to make it work
Step 1. Select your primary object in Coefficient
Choose “From Objects & Fields” and select your main object (like Opportunity if you’re working with an Opportunity list view). This becomes your base for pulling related data.
Step 2. Expand related object sections for lookup fields
In the field selection area, you’ll see expandable sections for related objects. For an Opportunity import, you can expand Account fields, Contact fields, and any custom object relationships to select specific fields from each.
Step 3. Select fields from multiple objects
Choose your primary fields (Amount, Stage, Close Date) plus related fields like Account Name, Industry, Annual Revenue from the Account object, and Contact Name, Email, Phone from related Contacts. All selections appear in your field list.
Step 4. Apply filters to match your list view criteria
Set up the same filters you used in your original list view. The system applies these to your primary object while still pulling the related data for matching records.
Step 5. Import your comprehensive dataset
Your data imports as a flat table with all relationships maintained. Each row contains your primary record data plus the related object information, eliminating the need for lookup formulas.
Get complete relationship data in one import
This approach gives you a comprehensive view of your data relationships without the complexity of multiple exports and VLOOKUP formulas. Try Coefficient to simplify your related data exports.
