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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 4-object reporting limit and inability to connect unrelated objects severely restricts analytical capabilities. Coefficient specifically addresses these limitations at a fraction of enterprise BI tool costs, giving you unlimited object access and custom relationship building.
Here’s how to bypass report type restrictions and create the multi-object analysis your business actually needs without breaking your budget.
Break free from Salesforce report type restrictions
Salesforce forces you into pre-defined report types that limit which objects can be combined and how they connect. This works fine for simple scenarios but breaks down when you need real business intelligence that spans multiple departments and data sources.
How to make it work
Step 1. Import unlimited objects without report type constraints.
Use Coefficient to import from any Salesforce object – Standard, Custom, or existing Reports – without the 4-object maximum. Import Accounts, Contacts, Opportunities, Cases, Custom Objects, Campaign Members, Tasks, Events, and any other objects your analysis requires.
Step 2. Write custom SOQL queries for complex joins.
Bypass Salesforce’s pre-defined report types entirely by writing custom queries that join multiple objects with advanced filtering. Pull exactly the fields and relationships you need without being limited by what Salesforce thinks should go together.
Step 3. Create business logic connections between unrelated objects.
Use spreadsheet functions to connect objects based on your business needs, not Salesforce’s relationship structure. Match records using email addresses, account names, date ranges, or any other logic that makes sense for your analysis.
Step 4. Build advanced calculations impossible in Salesforce.
Use spreadsheet formulas for complex metrics that Salesforce can’t calculate natively. Create custom scoring algorithms, advanced date calculations, and multi-criteria analysis that spans your connected objects.
Step 5. Design flexible visualizations beyond Salesforce constraints.
Create custom charts, dashboards, and pivot tables that aren’t limited by Salesforce’s visualization options. Build waterfall charts for pipeline progression, heat maps for activity correlation, and combination charts showing multiple metrics.
Step 6. Set up automated multi-object reporting.
Schedule regular refreshes so your unlimited object reports stay current. Get enterprise-level automation without enterprise pricing.
Start unlimited object reporting today
This approach provides enterprise-level analytical capabilities at spreadsheet tool pricing. You get unlimited object connections, custom relationships, and advanced calculations that cost 10x more with traditional BI platforms. Break free from Salesforce’s reporting limitations and build the analysis your business actually needs.
