Show non-Salesforce data in Lightning dashboard without custom object creation

using Coefficient excel Add-in (500k+ users)

While showing external data in Salesforce dashboards without custom objects has limitations, learn the best practical approach for full integration.

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While displaying non- Salesforce data in Lightning dashboards without creating custom objects has limited options, the custom object approach often provides the best user experience.

External Objects and embedded components have significant limitations compared to native Salesforce integration. Here’s what works and what doesn’t.

Why custom objects provide the best solution despite the requirement

While Coefficient does require custom objects for data storage, it significantly simplifies this process with automatic custom object creation, pre-configured field mappings, and minimal administrative overhead.

Limitations of non-custom object approaches

External Objects can’t participate in joined reports.

External Objects don’t support grouping functions, joined reports with other Salesforce objects, or complex filtering that makes reporting meaningful.

Embedded components don’t integrate with Salesforce reporting.

Lightning Web Components that embed external dashboards can’t interact with Salesforce’s native reporting tools or participate in unified dashboard experiences.

Limited filtering and interaction capabilities.

Non-custom object approaches provide minimal filtering options and can’t leverage Salesforce’s workflow automation or formula field capabilities.

How to make it work with simplified custom objects

Step 1. Let Coefficient handle custom object creation automatically.

Connect your external data sources and let Coefficient automatically create the necessary custom objects and field mappings without manual configuration.

Step 2. Configure minimal administrative overhead.

Use pre-configured field mappings for common data types that require minimal ongoing management compared to manual custom object setup.

Step 3. Enable full Lightning dashboard integration.

Build dashboard components using the imported data with complete Salesforce reporting capabilities, including grouping, formulas, and joins with existing Salesforce objects.

Step 4. Implement automated data refresh.

Set up scheduled imports to keep your external data current without manual intervention, providing better reliability than External Object connections.

Get the best of both worlds

The custom object approach with Coefficient provides the best user experience and functionality despite the initial object creation requirement, offering full Salesforce reporting capabilities that other methods can’t match. Start building your integrated external data dashboards today.

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