)
Written by
Table of Contents
“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 dashboards refresh on their own schedule without providing granular control over when multiple report sources update together, often leading to data inconsistencies across components.
You’ll discover how to set up synchronized automated refreshing that ensures all your report sources update simultaneously with precise scheduling control.
Set up synchronized automated refresh for multiple report sources using Coefficient
Coefficient offers superior automated refresh capabilities specifically designed for multiple data sources. The key advantage is synchronized refreshing where all your imported Salesforce reports update at the same time, preventing data inconsistencies that occur when dashboard components refresh independently.
How to make it work
Step 1. Import all your report sources into one workbook.
Use Coefficient’s “From Existing Report” feature to import each Salesforce report you want to include in your automated refresh cycle. Place each report on separate sheets within the same workbook for centralized management.
Step 2. Configure synchronized refresh schedules.
Set up scheduled refresh options with granular control: choose from hourly intervals (1, 2, 4, or 8 hours), daily updates, or weekly refreshes with multiple day selection. All scheduling is timezone-based on the user who set up the automation.
Step 3. Enable “Refresh All” functionality.
Use the “Refresh All” feature to update multiple imports simultaneously with a single action. This ensures data consistency across all sources since everything updates at exactly the same time rather than staggered refreshes.
Step 4. Set up refresh notifications.
Configure Slack and Email Alerts (available in Google Sheets) to notify stakeholders when data refreshes complete or when specific changes occur across your multiple data sources. This keeps teams informed about data updates automatically.
Step 5. Add manual refresh options for immediate updates.
Set up on-sheet refresh buttons or use the sidebar for immediate manual updates when you need current data outside of your scheduled refresh times. This gives you both automated and on-demand refresh capabilities.
Keep your multi-source dashboards perfectly synchronized
Stop dealing with dashboard components that refresh at different times and create data inconsistencies. Start setting up synchronized automated refreshing that keeps all your Salesforce report sources perfectly aligned.
