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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.”
Standard Salesforce users can work around custom report type limitations by importing related objects separately and building relationships using spreadsheet formulas and data integration tools.
This approach gives you more flexibility than waiting for admin permissions and often provides better analytical capabilities than native Salesforce reporting. Here’s your step-by-step workaround.
Create powerful report relationships using Coefficient
CoefficientSalesforceSalesforcebypassespermission restrictions by letting you import from any object and build custom relationships inspreadsheets. You can create Account-to-Opportunity-to-Contact chains that don’t exist in standard report types.
How to make it work
Step 1. Import multiple related objects individually.
Set up separate imports for each object you need to connect. Import Accounts with ID, Name, and Industry fields, then import Opportunities with Account ID, Amount, and Stage. Finally, import Contacts with Account ID, Name, and Title. This gives you all the raw data without needing custom report types.
Step 2. Build relationships using spreadsheet lookup formulas.
Use VLOOKUP or XLOOKUP to connect your data across objects. Create formulas like =VLOOKUP(A2,Accounts!A:D,2,FALSE) to pull Account Names into your Opportunities sheet. Then use =VLOOKUP(C2,Contacts!B:E,3,FALSE) to add Contact Titles based on Account relationships. This creates multi-level relationships impossible in standard reports.
Step 3. Apply advanced filtering across your connected data.
Use Coefficient’s AND/OR filter logic to analyze your relationships. Filter by Account Industry AND Opportunity Stage simultaneously, or create dynamic filters pointing to cell values for interactive analysis. You can build drill-down capabilities that surpass native Salesforce reporting.
Step 4. Set up automated refresh to maintain current relationships.
Configure automatic data refresh on hourly, daily, or weekly schedules. When new records are added to Salesforce, your lookup formulas automatically extend to include the new data, keeping your custom relationships current without manual intervention.
Get the relationships you need without waiting
Start buildingThis workaround eliminates permission barriers while providing superior analytical capabilities compared to standard Salesforce reports. You get unlimited object access, flexible relationship building, and real-time updates.your custom report relationships today.
