)
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.”
Salesforce’s custom report type limitations become restrictive when objects relate to parents through different lookup paths, enforcing single relationship paths and preventing complex relationship logic.
Here’s how to bypass these fundamental restrictions and create the complex relationship reports you actually need.
Bypass report type restrictions with flexible import architecture using Coefficient
Coefficientbypasses these fundamental report type limitations through its flexible import architecture. The Objects & Fields import method allows you to select fields from any object regardless of relationship complexity, treating each lookup path as a separate data source that can be combined in spreadsheets.
How to make it work
Step 1. Use Objects & Fields to access any relationship structure.
SalesforceSelect fields from anyobject regardless of relationship complexity. This method treats each lookup path as a separate data source, eliminating the single-path restriction of native report types.
Step 2. Write custom SOQL for complete relationship freedom.
Create queries that join the same parent object multiple times through different relationship paths. For example: SELECT Id, Direct_Parent__r.Name, Indirect_Parent__r.Name FROM Child__c allows you to access both relationship routes simultaneously.
Step 3. Create dynamic relationships using spreadsheet formulas.
Implement logic that automatically selects which relationship path to display based on data availability. Use IF statements and VLOOKUP functions to merge data from multiple paths or present side-by-side comparisons.
Step 4. Set up Formula Auto Fill Down for automated logic.
SalesforcePlace your complex relationship logic in the column immediately to the right of your imported data. This ensures your conditional relationship logic automatically applies to new records during refreshes from.
Step 5. Schedule automated refreshes for current data.
Use hourly, daily, or weekly refresh scheduling to maintain current data without the performance overhead of constantly re-evaluating complex report type relationships. This keeps your complex relationship data fresh without system strain.
Build the reports Salesforce won’t let you create
Get started with CoefficientThis spreadsheet-based approach provides the flexibility that Salesforce’s rigid report type structure simply cannot match, allowing true complex relationship reporting.to build reports that actually reflect your data relationships.
