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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.”
Salesforcefilters become unsearchable when copying between report types because field availability differs between report types, object relationships may not exist in the target type, and custom fields might not be included in the new field set.
These searchability issues stem from how Salesforce’s report framework restricts field access. But you can eliminate these problems entirely by accessing data directly through APIs instead.
Maintain complete field access with direct data integration
CoefficientSalesforceeliminates searchability issues by accessingdata directly through APIs rather than through report frameworks, giving you access to all available fields regardless of report type restrictions.
How to make it work
Step 1. Import data with complete field access.
Coefficient can access all available fields from any Salesforce object, including custom fields, regardless of report type restrictions. You won’t encounter “field not found” errors.
Step 2. Access cross-object fields through lookup relationships.
Filter on fields from related objects that may not be available in certain report types. For example, filter Contacts by Account Industry even if your report type doesn’t normally support that relationship.
Step 3. Apply filters to any accessible field.
Unlike report types that restrict which fields can be used as filters, you can filter on any field you have permission to access. All imported fields remain searchable and filterable in your spreadsheet environment.
Step 4. Maintain universal search capability.
All data remains fully accessible and searchable in your spreadsheet environment, eliminating the compatibility issues common when copying filters between incompatible Salesforce report types.
Never lose field access again
Get startedThis approach ensures you can recreate your exact filtering requirements without encountering unsearchable field errors.with complete field access today.
