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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.”
Generating Salesforce data quality exception reports doesn’t require specialized applications. You can create comprehensive exception reporting using native filtering and formatting capabilities with live data connections.
This approach provides proactive exception management that alerts stakeholders immediately when quality issues arise rather than waiting for scheduled manual reports.
Automate exception reporting using Coefficient
Coefficient excels at exception reporting by combining live data access with native filtering and formatting capabilities to automatically identify and report data quality issues. The live data connection means exception reports always reflect current data state.
How to make it work
Step 1. Import comprehensive data for exception detection.
Import all relevant fields from key Salesforce objects, using Coefficient’s filtering to focus on records most likely to have quality issues like recent records or specific record types. This targets your exception detection where it matters most.
Step 2. Build exception identification logic.
Create missing data exceptions using =IF(OR(ISBLANK(A2:E2)),”Missing Required Data”,””) to flag incomplete records. Add format violations with =IF(NOT(ISNUMBER(A2)),”Invalid Number Format”,””) for data type issues. Include business rule violations using =IF(AND(B2=”Customer”,C2<1000),"Customer Below Minimum","") and duplicate detection with =IF(COUNTIF($A$2:$A$1000,A2)>1,”Duplicate Record”,””).
Step 3. Set up automated exception compilation.
Use native filtering and sorting to automatically create exception lists that update with each data refresh. Apply conditional formatting to highlight different exception types with color coding for immediate visual identification.
Step 4. Configure scheduled exception distribution.
Set up Coefficient’s Slack and Email alerts to automatically send exception reports when new quality issues are detected. Customize messaging for different stakeholder groups to ensure relevant exceptions reach the right people.
Enable proactive exception management
Automated exception reporting eliminates manual compilation while providing immediate notification of quality issues, creating proactive exception management rather than reactive discovery. Start generating your exception reports automatically.
