)
Written by
Table of Contents
“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.”
Marketing Cloud typically supports PDF attachments but severely restricts Excel files (.xlsx/.xls). You’ll hit file size limits of 1MB or less, security restrictions that block executable file types, and deliverability issues that cause emails to be flagged as spam.
Instead of working around these limitations, there’s a better way to share spreadsheet data that eliminates all file format restrictions while providing recipients with more valuable, current information.
Eliminate Marketing Cloud file format restrictions with live data sharing using Coefficient
Coefficient bypasses all Marketing Cloud attachment limitations by creating live Google Sheets that automatically update with your Salesforce data. Recipients get links to always-current spreadsheets instead of static files that face size and format restrictions. This approach works particularly well for sales reports, opportunity pipelines, and campaign performance data that needs to be current when recipients view it.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Import any Salesforce data including all standard objects like Accounts, Contacts, and Opportunities, plus custom objects and reports. There are no size restrictions on the data you can import, unlike Marketing Cloud’s 1MB attachment limit.
Step 2. Set up scheduled refreshes aligned with your email campaigns.
Configure automatic data updates to occur before your email sends – hourly for time-sensitive campaigns, daily for regular updates, or weekly for broader reporting. This ensures data currency without manual intervention.
Step 3. Create shareable Google Sheets links for your email templates.
Generate secure sharing links with appropriate permissions. Recipients can access full spreadsheet functionality including sorting, filtering, and calculations without any download requirements or file format concerns.
Step 4. Replace static attachments with live data links in Marketing Cloud.
Include your Google Sheets links in email templates instead of trying to attach Excel files. Recipients get real-time data access that updates automatically from your Salesforce org, providing more value than static files ever could.
Move beyond static file limitations
Live data sharing eliminates Marketing Cloud’s file format restrictions while delivering more valuable, always-current information to your recipients. Get started with Coefficient to transform your email data sharing approach.
