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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.”
While truly free options require manual CSV exports and complex spreadsheet work, Coefficient offers the most cost-effective automated solution for connecting unrelated objects. Salesforce’s native reporting can’t connect objects without direct lookup relationships, creating major blind spots in your analysis.
Here’s how to connect unrelated objects affordably and why automation saves you time and reduces errors compared to manual approaches.
Connect unrelated Salesforce objects with automated imports
Salesforce requires direct relationships between objects to create reports. But your business logic often needs to connect data that Salesforce treats as unrelated – like Contact engagement with Product Usage data, or Event Attendance with Support Tickets. Coefficient solves this by importing each object independently, then letting you build custom relationships using spreadsheet functions.
How to make it work
Step 1. Import unrelated objects separately.
Set up individual Coefficient imports for each object you need to connect. Import Contacts from your CRM, Event Attendance from custom objects, Support Tickets from Service Cloud, and Product Usage data – regardless of whether Salesforce sees relationships between them.
Step 2. Identify common matching fields.
Look for shared identifiers across your unrelated objects. Email addresses work well for connecting contact-centric data. Account names, external IDs, or date ranges can link other object types. These become your relationship keys.
Step 3. Build relationships using XLOOKUP formulas.
Use XLOOKUP to match records across unrelated objects based on your common fields. For example: =XLOOKUP(A2,’Product Usage’!B:B,’Product Usage’!C:E) pulls usage data for each contact email, creating connections Salesforce can’t make natively.
Step 4. Create unified customer views.
Combine data from all your unrelated objects into comprehensive profiles. Match Contact emails across Event Attendance, Support Tickets, and Product Usage to see complete customer journeys that span multiple business functions.
Step 5. Set up automated refresh schedules.
Schedule regular data updates so your cross-object relationships stay current. This automation eliminates the manual export and import cycles required by truly free approaches.
Get unified reporting without the enterprise price tag
This approach creates unified views across unrelated objects at a fraction of enterprise BI tool costs. You get live data synchronization and automated relationship building that manual methods can’t match. Start connecting your unrelated Salesforce objects today.
