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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 requirement for formula fields when building complex junction object reports creates a significant barrier for users who need simple, no-code solutions for accessing related object data.
Here’s how to create comprehensive junction object reports with related object fields without writing a single formula.
Build no-code junction object reports using Coefficient
Coefficient eliminates the need for formula fields entirely through its no-code multi-object reporting capabilities. You can import fields from junction objects and their related objects simultaneously without any technical complexity.
How to make it work
Step 1. Select your junction object as the primary data source.
Use Coefficient’s “From Objects & Fields” feature to connect to your junction object. This establishes the foundation for your report without requiring any custom report type setup or administrator involvement.
Step 2. Expand related object sections to browse available fields.
Coefficient automatically displays all related objects connected to your junction object. Click on these sections to reveal complete field lists from parent and child objects, all accessible through existing Salesforce relationships.
Step 3. Select fields from multiple related objects simultaneously.
Choose exactly which fields you need from each related object using simple checkboxes. Coefficient handles all the technical relationship traversal automatically, so you can focus on selecting the data that matters for your report.
Step 4. Apply complex filtering logic across all objects.
Set up AND/OR filter conditions that work across your junction object and all related objects. You can create sophisticated filtering rules without writing formula fields or understanding complex syntax.
Step 5. Configure automated data refreshes and analysis.
Schedule regular data updates (hourly, daily, or weekly) to keep your multi-object report current. Use your spreadsheet’s built-in functionality for advanced analysis without Salesforce reporting constraints.
Start building powerful junction object reports
This approach transforms complex junction object reporting from a technical challenge into a straightforward data import process accessible to non-technical users. Begin creating your no-code junction object reports today.
