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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.”
Complex Salesforce object relationships involving indirect connections and many-to-many scenarios can’t be handled effectively by native reporting. Coefficient excels at spreadsheet-based solutions for these relationship challenges, letting you recreate custom relationships using business logic rather than rigid database structures.
Here’s how to handle relationship complexity that requires multiple report types and manual data compilation in native Salesforce , consolidated into automated spreadsheet reports.
Recreate complex object relationships using spreadsheet logic
Salesforce’s relationship model works well for simple parent-child connections but breaks down with indirect relationships, many-to-many scenarios, and cross-functional data analysis. Spreadsheet-based reporting lets you build relationships based on business logic rather than database constraints.
How to make it work
Step 1. Import objects separately to bypass relationship constraints.
Use Coefficient to import each object independently – Accounts, Contacts, Opportunities, Cases, Custom Objects – without worrying about existing Salesforce relationships. This gives you access to all fields and records regardless of how they’re connected in the database.
Step 2. Identify common relationship identifiers across objects.
Look for shared fields that can connect your objects: Account IDs for account-centric analysis, email addresses for contact-focused relationships, external IDs for third-party integrations, or date ranges for time-based connections.
Step 3. Build custom relationships using advanced lookup functions.
Use XLOOKUP with multiple criteria to handle complex relationship scenarios. For example: =XLOOKUP(1,(A2=Contacts!B:B)*(C2=Contacts!D:D),Contacts!E:H) matches contacts based on both email and account, handling many-to-many relationships that Salesforce struggles with.
Step 4. Handle many-to-many relationships with array formulas.
Use FILTER functions to show all related records when one-to-many relationships exist. For contacts associated with multiple accounts or opportunities involving multiple decision makers, create separate analysis sheets that show complete relationship details.
Step 5. Write custom SOQL queries for complex joins.
For advanced scenarios, use Coefficient’s custom SOQL capability to write queries that join objects through multiple relationship paths, pulling exactly the connected data you need with complex WHERE clauses and subqueries.
Step 6. Create comprehensive relationship analysis dashboards.
Build pivot tables that summarize your custom relationships. Analyze customer health by combining Account financials, Contact engagement, Opportunity pipeline, Support case resolution, Product usage metrics, and Marketing campaign responses in ways native Salesforce reporting can’t achieve.
Master complex relationships today
This spreadsheet-based approach handles relationship complexity that requires multiple Salesforce reports and manual data compilation. You get automated, refreshable reports that show true business relationships rather than just database connections. Start building the complex relationship analysis your business needs.
