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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.”
Cross-object reporting in Salesforce through joined reports has significant limitations including restricted object relationships, a maximum of 5 blocks per report, and performance issues with large datasets. Many analysis needs require joining objects that Salesforce doesn’t support natively.
Here’s how to create unlimited cross-object dashboards that eliminate native Salesforce constraints and provide sophisticated multi-object analysis.
Build unlimited cross-object analysis using Coefficient
CoefficientSalesforceeliminates cross-object reporting restrictions by importing anyobjects separately and joining them in spreadsheets. This approach provides unlimited object joining capabilities, advanced calculations across multiple objects, and better performance than native joined reports.
SalesforceThe key advantage is creating custom relationships between any objects while performing complex calculations that span multiple datasets. This flexibility far exceeds what standardcross-object reports and Lightning dashboard builder limitations allow.
How to make it work
Step 1. Identify objects and relationships for analysis.
Map out the objects you need to analyze and how they should connect. This might include Accounts, Contacts, Opportunities, Cases, Campaigns, or any custom objects. Plan the relationships and key fields needed to join the data effectively.
Step 2. Import each object separately.
Set up individual imports for each object using Coefficient. Import all relevant fields including ID fields that will serve as join keys. Use filtered imports to focus on the data ranges needed for your analysis. This eliminates the 5-block limitation of joined reports.
Step 3. Create custom object relationships.
Use spreadsheet functions like VLOOKUP, INDEX/MATCH, or XLOOKUP to join data across objects. Create lookup formulas that connect related records: =VLOOKUP(Account_ID,Accounts_Data,Column_Number,FALSE). This enables relationships between any objects regardless of native Salesforce limitations.
Step 4. Build unified cross-object metrics.
Create calculated fields that span multiple objects, such as account revenue with case volume correlation, campaign ROI with opportunity conversion rates, or contact engagement with deal progression. Use formulas that reference multiple datasets to generate comprehensive insights.
Step 5. Set up synchronized refresh schedules.
Configure all related object imports to refresh simultaneously using scheduled refresh options. This ensures your cross-object analysis always reflects current data across all objects. Use hourly or daily refresh schedules based on your analysis needs.
Step 6. Create advanced cross-object visualizations.
Build pivot tables and charts that analyze data across multiple objects simultaneously. Create dashboards showing account health with activity levels, campaign performance with opportunity outcomes, or any other cross-object insights your business needs.
Unlock unlimited cross-object analysis
Start buildingThis approach eliminates all restrictions of native Salesforce cross-object reporting while providing unlimited flexibility for joining any objects with sophisticated analysis capabilities. You’ll create insights that standard dashboard components simply can’t deliver.your cross-object dashboard today.
