)
Written by
Table of Contents
“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.”
SalesforceCross-object filters face significant limitations when copying betweenreport types because relationship paths may not exist in the target report type, joined objects might not be available, and filter criteria can reference fields that don’t exist in the new object structure.
These limitations force you to use specific report types that support certain relationships, severely restricting your filtering options. But there’s a way to overcome these cross-object filtering constraints entirely.
Access unrestricted object relationships
CoefficientSalesforceovercomes cross-object filtering limitations by providing unrestricted access to fields from any relatedobject through lookup relationships, without being limited by report type constraints.
How to make it work
Step 1. Set up unrestricted object relationships.
Access fields from any related Salesforce object through lookup relationships. You’re not limited by which report types support specific object combinations.
Step 2. Write custom SOQL queries for complex scenarios.
Create queries that join multiple objects with complex filtering criteria that would be impossible in standard reports. For example, filter Opportunities by Account Industry and Contact Role simultaneously.
Step 3. Filter on lookup field values.
Filter on values from related objects (like Account fields when viewing Contacts) without requiring specific report types that support those exact relationships.
Step 4. Create multiple object imports for comprehensive analysis.
Import different objects separately, then use spreadsheet formulas to create cross-object analysis and filtering. This gives you more flexibility than any single Salesforce report type.
Break free from report type constraints
Start buildingThis approach maintains consistent filtering logic regardless of which Salesforce objects you’re analyzing.cross-object filters without limitations today.
