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Managing field visibility for duplicate field names in Salesforce report types is challenging due to limited native customization options and the confusion caused when multiple fields share the same label.
Here’s how to get superior field visibility management that eliminates duplicate field confusion while maintaining access to all necessary data.
Get granular field selection and custom naming control for duplicate field scenarios
Coefficient provides advanced field visibility management that overcomes Salesforce limitations. You can choose exactly which fields to import, exclude duplicate formula fields while keeping originals, and assign clear column headers that differentiate similar fields.
How to make it work
Step 1. Connect Coefficient to access enhanced field management.
Install Coefficient and authenticate with Salesforce. This gives you access to granular field selection capabilities that go beyond what Salesforce report types offer.
Step 2. Choose specific fields from Salesforce objects.
Use “From Objects & Fields” to select exactly which fields to import. You can exclude duplicate formula fields while keeping original fields, eliminating the confusion caused by multiple fields with identical labels.
Step 3. Assign custom naming control during import.
Create clear, descriptive column headers during the import process. For example, rename similar fields to “Actual Start Date” vs “Projected Start Date” to differentiate them clearly, regardless of their original Salesforce labels.
Step 4. Set up user-specific configurations.
Different team members can create their own field mappings and naming conventions without affecting others. Sales teams might want different field visibility than finance teams, and each can have customized configurations.
Step 5. Use dynamic field management for changing needs.
Easily modify which fields appear in reports without changing your Salesforce configuration. Add or remove fields from your imports as reporting needs evolve without affecting the underlying data structure.
Eliminate duplicate field confusion for good
This approach gives you the field visibility control that Salesforce report types can’t provide. You get intuitive field management, custom naming, and user-specific configurations while maintaining access to all your data. Try this approach to build clearer Salesforce reports today.
