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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.”
Activity report dashboard filters cannot access custom fields from the User object, even though the Activity Owner field creates a direct relationship, limiting your ability to filter by Sales Region, Team, or Territory assignments.
Only standard User fields like Name or Role appear in filter options, blocking critical segmentation capabilities. Here’s how to access all User custom fields for Activity filtering.
Enable full User custom field filtering for Activities using Coefficient
This limitation exists because Salesforce Activity dashboard filters only expose standard User fields, despite the Owner relationship providing access to the complete User record.
Coefficient solves this completely by importing both Activity and User data into Salesforce spreadsheets where you can merge User custom fields with Activity records for comprehensive filtering.
How to make it work
Step 1. Import Activities with all needed fields.
Use Coefficient’s Salesforce connector to import your Activity data, ensuring you include the Owner ID field which will be used to link User custom fields to each Activity record.
Step 2. Import User object data with all custom fields selected.
Create a separate import for the User object, making sure to select all custom fields like Sales_Region__c, Team__c, Territory__c, or any other custom categorizations you need for filtering.
Step 3. Merge User custom fields using batch lookup.
Use Coefficient’s batch lookup capability with =salesforce_lookup(“User”, “Id”, A2:A100, “Sales_Region__c”) to pull custom fields for multiple Activity records at once. This is more efficient than individual lookups.
Step 4. Create comprehensive filter dropdowns.
Build dropdown filters for User custom fields like Sales Region, Team, or Territory using Data Validation. These filters work across all imported data, not just the limited standard fields available in Salesforce dashboards.
Step 5. Schedule automated updates with alerts.
Set hourly or daily refreshes to keep User custom field data current. Configure Slack or Email alerts when filtered data changes, and use Coefficient’s Append New Data feature to maintain historical filtering capabilities.
Get the User custom field filtering Salesforce dashboards can’t provide
This solution delivers comprehensive User object custom field filtering for Activity reports with better performance and flexibility than native Salesforce capabilities. Start filtering Activities by all User attributes today.
