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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.”
Salesforce reports automatically remove records when they no longer meet filter criteria, making it impossible to track cases that previously violated response time thresholds once their status changes.
Here’s how to create a permanent historical log that preserves these critical records regardless of status updates.
Create persistent record tracking using Coefficient
Coefficient solves this data persistence challenge through automated import and append functionality. Instead of losing records when status changes occur, you can capture and preserve them at the moment they meet your criteria, creating an audit-proof historical record.
How to make it work
Step 1. Set up scheduled imports from your Salesforce report.
Create a Salesforce import that captures all unanswered cases. Schedule this to run hourly or at intervals matching your SLA requirements to catch violations before they’re resolved.
Step 2. Enable “Append New Data” in your import settings.
This feature adds new records without overwriting existing ones, creating a permanent historical log with timestamps showing when each case was captured as “unanswered.” Each import adds a “Written by Coefficient At” timestamp column for complete audit trails.
Step 3. Configure key tracking fields in your import.
Include Case ID, Status, Created Date, Last Modified Date, and response time calculations to maintain full context. This ensures you have all necessary data points for comprehensive analysis.
Step 4. Build a violation tracking sheet.
Create a separate sheet that filters your appended data to identify cases that appeared as “unanswered” but later changed status. Use VLOOKUP or filter functions to capture all SLA violations effectively.
Start preserving your Salesforce data today
This approach transforms Salesforce’s ephemeral reporting into a comprehensive tracking system that maintains complete case history while preserving critical violation data. Get started with Coefficient to build your persistent record tracking system.
