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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’s standard reports restrict users to viewing only notes they created or have explicit sharing access to, preventing managers from seeing notes created by team members and limiting organization-wide analytics.
Here’s how to leverage API-level access that often provides broader visibility than standard reporting permissions, enabling comprehensive cross-user notes reporting and team performance analytics.
Access cross-user notes reporting with Coefficient
CoefficientSalesforce’sreportsdirectly addresses the cross-user notes reporting challenge by leveraging API-level access that frequently has broader permission scope thanstandard report access. The platform can pull notes created by specific users or teams using CreatedById filters and access notes based on role hierarchy relationships that may not appear in standard.
How to make it work
Step 1. Set up team-based queries with user attribution.
Use Coefficient’s custom SOQL functionality to create queries like. This pulls notes created by team members or attached to opportunities you manage.
Step 2. Build comprehensive team performance analytics.
Create reports that track notes creation metrics by team member, analyze note quality and length across different users, and monitor follow-up tracking to see which users consistently document next steps and outcomes. Include response time analysis to measure how quickly different users add notes after opportunity activities.
Step 3. Create manager dashboard with team oversight capabilities.
Build comprehensive team oversight reports with daily notes summaries showing all notes created by team members in the last 24 hours. Include opportunity context to show notes within full opportunity timelines and stages, plus missing notes alerts to identify opportunities without recent notes activity.
Step 4. Implement advanced filtering and segmentation.
Set up department-level access to view notes created by entire departments or business units. Create project-based filtering to focus on notes related to specific campaigns, products, or initiatives, and implement time-based analysis to track notes creation patterns over different periods.
Step 5. Enable automated monitoring and alerts.
Configure automated refresh to maintain current cross-user visibility without manual updates. Set up alerts for when team members add notes to critical opportunities, and create user comparison reports for side-by-side analysis of notes creation patterns by team member.
Step 6. Preserve historical data and enable sharing.
Use Coefficient’s historical preservation features to keep records of notes that might be modified or deleted by original creators. Enable export flexibility to share cross-user insights with stakeholders who don’t have Salesforce access, maintaining appropriate data governance through spreadsheet-level controls.
Transform individual notes into team intelligence
Start buildingThis approach transforms limited individual notes visibility into comprehensive team and organization-wide notes reporting capabilities while maintaining appropriate data governance and access controls.cross-user notes reports today.
