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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’snative dashboards can’t effectively display ContentDocument and ContentDocumentLink data relationships, making it impossible to create real-time views of recent file upload activity across your organization.
Here’s how to build dynamic dashboards that update throughout the day showing recent file uploads with automated refresh capabilities.
CoefficientCreate real-time upload dashboards using
Salesforcedashboards hit major limitations with ContentDocument relationships. You can’t create native dashboard components that show recent file uploads or attachment activity. Coefficient’s automated refresh capabilities enable dynamic dashboards that update throughout the day with near real-time upload data.
How to make it work
Step 1. Build your recent uploads query.
Create a custom SOQL query to capture recent file upload activity:
Step 2. Schedule automatic refreshes for near real-time updates.
Set up refreshes every 1, 2, 4, or 8 hours to keep your dashboard current throughout the day. This gives you immediate visibility into file upload activity without manual report running.
Step 3. Create dynamic charts and pivot tables.
Import the data into Google Sheets to build live charts showing upload trends, file type distribution, and top uploaders. Use dynamic filters pointing to cell values for flexible date range selection.
Step 4. Set up alerts for new upload activity.
Enable Slack and Email alerts when new file uploads are detected. This provides immediate notification of important document uploads across your organization.
Get real-time visibility that native dashboards can’t provide
Start buildingAutomated refresh capabilities with dynamic filtering give you sophisticated real-time attachment monitoring that’s impossible with native Salesforce dashboards.your real-time upload dashboard today.
