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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.”
Apex can’t generate true xlsx files natively, leaving you stuck with CSV workarounds that break Excel formatting and hit governor limits on large datasets.
Here’s how to bypass Apex limitations entirely and get authentic Excel files with automated scheduling and proper formatting.
Export any Salesforce report to true xlsx format using Coefficient
Instead of wrestling with Apex’s CSV limitations and governor restrictions, Coefficient connects directly to your Salesforce reports and generates authentic xlsx files. You get real Excel formatting, unlimited data processing, and automated scheduling without writing a single line of code.
How to make it work
Step 1. Connect to your Salesforce org and select your report.
Open Coefficient in Excel or Google Sheets and authenticate with your Salesforce credentials. Choose “From Existing Report” to access any report in your org, including complex matrix and summary reports that are nearly impossible to export via Apex.
Step 2. Configure your export settings and formatting.
Select which fields to include and apply any additional filters using AND/OR logic. Coefficient preserves all your report’s groupings, calculations, and formatting while converting them to native Excel features like pivot tables and conditional formatting.
Step 3. Set up automated scheduling for regular exports.
Schedule your exports to run hourly, daily, weekly, or monthly. Unlike Apex batch jobs, there are no governor limits or timeout restrictions. Your xlsx files get generated automatically and can be distributed via email or saved to cloud storage.
Step 4. Enable real-time updates and alerts.
Set up alerts to notify you when data changes or exports complete. You can also refresh data manually with an on-sheet button or configure automatic refreshes to keep your Excel files current with live Salesforce data.
Skip the Apex complexity and get better results
This approach eliminates the technical debt of custom Apex development while delivering superior Excel functionality that Apex simply can’t match. Try Coefficient to start exporting authentic xlsx files from your Salesforce reports today.
