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Build custom report type in Salesforce to identify accounts without closed won deals since 2018

Learn why custom report types have limitations for historical opportunity analysis and discover a more efficient alternative for identifying accounts without closed won deals.

Browser cache issues blocking HubSpot contact import progression

Browser cache issues blocking HubSpot contact import? Eliminate browser dependency with Coefficient's server-side processing for reliable contact imports.

Automating deal exports with custom fields and calculated metrics to Excel

Automate deal exports with custom fields and calculated metrics using Excel formulas and auto-fill features. Create complex calculations HubSpot can't handle natively.

Automating filtered deal exports by stage and close date to Excel weekly

Automate filtered deal exports by stage and close date with dynamic filtering that adjusts criteria automatically. No more manual filter updates each week.

Automated way to map Salesforce profile permissions to report folders without manual checking

Automate Salesforce profile permission mapping to report folders using scheduled SOQL queries instead of manual Setup navigation and checking.

Automated HubSpot to Excel export for multiple associated records in workflow

Export HubSpot data with complex associations automatically. Learn how to handle multiple related records without workflow limitations.

Automate HubSpot pipeline data export to Excel for weekly sales reporting

Automate HubSpot pipeline exports to Excel with scheduled refreshes. Eliminate manual weekly reporting tasks and maintain historical data for trend analysis.

API methods to query which users have access to specific dashboard folders in Salesforce

Discover how to use API methods to systematically query dashboard folder access permissions in Salesforce without manual Setup navigation.

Alternative to maintaining multiple identical dashboards for different business line forecasts

Eliminate multiple identical forecast dashboards with a single dynamic solution that handles all business lines through unified filtering and automated updates.

Alternative to Salesforce report filters for aggregated timecard data under 40 hours

Discover the best alternative to Salesforce reporting limitations when filtering aggregated timecard data with automated solutions.

Alternative to Salesforce cross filters for unified opportunity and product reporting

Find better alternatives to Salesforce cross filters that enable unified reporting on opportunities with specific products and product-less opportunities.

Alternative methods to distribute Salesforce reports when report scheduler fails with SSO

Fix Salesforce report scheduler SSO failures with alternative distribution methods. Learn independent scheduling and multiple delivery channels.