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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.”
Custom report type modifications in Salesforce can break existing reports by altering object relationships, field accessibility, and filter dependencies. These structural changes often render carefully built reports unusable, disrupting critical business processes.
Here’s how to restore your broken reports while building a superior reporting infrastructure that prevents future disruptions from configuration changes.
Restore and enhance broken reports using direct object access with Coefficient
Coefficient provides comprehensive restoration by recreating your broken reports through direct object access that isn’t affected by report type modifications. This approach not only recovers lost functionality but establishes more robust reporting capabilities.
How to make it work
Step 1. Analyze your broken reports’ data requirements.
Document the objects, fields, and filters your original reports used. This analysis becomes your blueprint for recreating the reports through Salesforce object imports that bypass report type dependencies.
Step 2. Create Coefficient imports using “From Objects & Fields”.
Import the same data your broken reports displayed by accessing source objects directly. Select your primary object and include all required fields, including any lookup fields that were part of the problematic modification.
Step 3. Implement advanced filtering with AND/OR logic.
Recreate your original report criteria using Coefficient’s flexible filtering capabilities. Set up dynamic filters that reference spreadsheet cells, providing more control than static Salesforce report filters.
Step 4. Preserve historical data with Snapshots.
Use Coefficient’s Snapshots feature (Google Sheets) to maintain historical data that may have been lost during the report type modification. Schedule snapshots to capture point-in-time data versions for comparison and analysis.
Step 5. Configure automated refresh schedules.
Set up automated data updates with hourly, daily, or weekly schedules to maintain real-time accuracy. The refresh schedules ensure your restored reports stay current without manual intervention.
Step 6. Add version control capabilities.
Implement multiple snapshot versions to maintain historical data for comparison and rollback capabilities. This provides the version control functionality that Salesforce report types lack.
Transform disruption into opportunity
This restoration approach converts a disruptive incident into an upgrade opportunity. You’ll build a more robust, flexible reporting system that provides superior analytics while being immune to future Salesforce configuration changes. Start building more resilient reports.
