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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.”
Dynamic dashboards create higher server load due to real-time filtering and user context processing, but you’re limited to 10 total. Multiple static dashboards for different user groups can strain system resources and create complex maintenance overhead with slower org performance.
Here’s how to eliminate Salesforce dashboard performance constraints while providing unlimited dashboard scaling with superior performance characteristics.
Optimize dashboard performance using Coefficient
Coefficient eliminates many Salesforce dashboard performance constraints by moving dashboard calculations to spreadsheets rather than consuming Salesforce server resources. You get distributed processing with optimized API usage through scheduled bulk data imports that are more efficient than real-time dashboard queries.
How to make it work
Step 1. Schedule comprehensive data pulls during off-peak hours.
Set up batch data imports that pull comprehensive Salesforce data during off-peak hours when system resources are available. This eliminates the performance impact of real-time dashboard queries while ensuring data freshness for unlimited dashboard users.
Step 2. Implement smart refresh scheduling to prevent API bottlenecks.
Stagger refresh times across different dashboard types to prevent API bottlenecks. Schedule sales dashboards to refresh at different times than marketing dashboards, distributing API usage evenly throughout the day rather than creating peak load periods.
Step 3. Use selective data imports for optimal performance.
Import only necessary fields and records rather than entire objects. Focus on specific date ranges, territories, or record types that are relevant to your dashboard needs. This reduces data transfer volume and improves both import and dashboard performance.
Step 4. Leverage cached data for instant dashboard interactions.
Once imported, dashboard interactions don’t generate additional Salesforce API calls. Users can filter, sort, and analyze data instantly without impacting Salesforce system performance, providing superior user experience compared to native dashboards.
Step 5. Perform complex calculations locally rather than through Salesforce queries.
Execute complex calculations and aggregations in spreadsheets rather than through Salesforce queries. This eliminates server load from computational processes while providing faster results and more sophisticated analytical capabilities.
Scale dashboard performance beyond Salesforce constraints
This approach provides superior performance scaling compared to maintaining 10+ static dashboards while delivering dynamic dashboard functionality unlimited by Salesforce constraints. You get better performance with unlimited users and dashboards. Optimize your dashboard performance today.
