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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.”
Rather than attempting to restore potentially unreliable native Salesforce report subscription functionality after a problematic org update, you can implement a superior replacement solution. Org updates often introduce compatibility issues and system dependencies that make native subscriptions fragile and difficult to maintain.
Here’s how to establish a more robust reporting infrastructure that enhances your capabilities while eliminating future update vulnerabilities.
Replace fragile native subscriptions with enhanced reporting infrastructure using Coefficient
CoefficientSalesforceSalesforceprovides a superior replacement solution that establishes an independent reporting infrastructure accessing yourdata directly. This approach eliminates the compatibility issues, permission changes, and system dependencies that make nativesubscriptions vulnerable to org update disruptions.
How to make it work
Step 1. Connect to your updated Salesforce org with enhanced access.
Install Coefficient in Google Sheets or Excel, then authenticate with your Salesforce org. The connection works with your updated org configuration and provides access to ALL Salesforce reports, including pipeline reports, lead tracking, opportunity forecasts, and campaign performance data that were previously sent via broken subscriptions.
Step 2. Import all previous subscription reports with improved functionality.
Use the “From Existing Report” functionality to import every report that was previously automated through native subscriptions. This process captures all fields and data from your original reports while providing enhanced filtering and customization options that exceed native Salesforce capabilities.
Step 3. Configure enhanced scheduling with superior flexibility.
Set up automated refresh schedules with options that surpass native Salesforce subscriptions, including hourly intervals of 1, 2, 4, or 8 hours, daily, and weekly frequencies. This granular control lets you align refresh timing with your actual business needs rather than being limited by platform constraints.
Step 4. Set up advanced email alerts with customization features.
Configure email notifications with enhanced capabilities including customizable message content, formatted charts and data, variable-based personalization, and intelligent recipient routing based on data values. These features typically provide better functionality than native Salesforce subscriptions while using independent email infrastructure.
Step 5. Enable historical data tracking and real-time updates.
Use advanced features like “Append New Data” to maintain comprehensive historical records while incorporating fresh updates. This creates growing datasets that preserve historical trends, something native Salesforce subscriptions cannot provide.
Upgrade your reporting automation
BuildThis replacement solution provides better reliability, enhanced flexibility, and superior features compared to native Salesforce subscriptions while eliminating future vulnerability to org update disruptions.your enhanced reporting infrastructure and transform your automated reporting capabilities.
