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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’sFiltering opportunities by specific product names while including opportunities without products is impossible usingnative reporting due to cross filter logic restrictions that prevent OR combinations.
Here’s how to create this exact filtering scenario and get the comprehensive opportunity view you need.
Create advanced product filtering with direct data access
CoefficientSalesforce’sprovides a direct solution that bypassesreporting limitations entirely. You can apply OR logic between specific product names and product absence that native reports simply can’t process, giving you the unified filtering you need.
How to make it work
Step 1. Import comprehensive opportunity and product data.
Use Coefficient’s “From Objects & Fields” to import opportunities with all relevant fields like Name, Amount, Stage, Close Date, and Account. Import related OpportunityLineItem data including Product2.Name field to capture product relationships. This maintains data integrity while accessing all necessary information.
Step 2. Apply advanced product name filtering with OR logic.
Create dynamic filters that identify opportunities with target product names AND opportunities with no related OpportunityLineItems simultaneously. Use Coefficient’s OR logic:. This combination is impossible in Salesforce native reporting.
Step 3. Create unified report with product categorization.
Combine filtered datasets using spreadsheet functions and add calculated columns to identify opportunity type:. Apply additional criteria like date ranges or opportunity stages for comprehensive analysis.
Step 4. Implement custom SOQL for complex scenarios.
For advanced filtering, use custom SOQL queries:. This handles complex product name filtering that Salesforce reports can’t process.
Get the product filtering flexibility you need
Start buildingThis approach eliminates the need for complex Salesforce workarounds while providing more comprehensive opportunity analysis capabilities. You’ll have real-time data refresh and the exact filtering logic that cross filter limitations prevent.your advanced product filtering reports today.
