)
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 flows have significant limitations for rolling activity calculations: they can’t efficiently process rolling 30-day calculations across large datasets, lack native support for cross-object aggregation with EmailMessage records, and often hit governor limits when processing multiple opportunities.
Here’s a more efficient alternative that provides superior activity compliance monitoring without the complexity and limitations of flow-based solutions.
Replace complex flows with efficient activity aggregation using Coefficient
Coefficient eliminates the governor limit concerns and cross-object complexity that plague Salesforce flows. You can process unlimited activity records while performing sophisticated rolling period calculations that flows simply can’t handle efficiently across Salesforce objects.
How to make it work
Step 1. Import all activity data in bulk operations.
Use Coefficient to pull Tasks, Events, and EAC emails simultaneously without the record-by-record processing that causes flow governor limits. Custom SOQL queries handle large datasets efficiently, avoiding the performance issues that plague flow-based solutions when processing extensive activity histories.
Step 2. Implement rolling date calculations with spreadsheet formulas.
Create sophisticated rolling period calculations using functions like: =SUMPRODUCT((ActivityData.OpportunityId=A2)*(ActivityData.ActivityDate>=TODAY()-30)*(ActivityData.ActivityDate<=TODAY())). These formulas provide the complex date logic that flows struggle to handle across multiple objects.
Step 3. Set up automated processing with historical preservation.
Schedule daily refreshes to recalculate rolling activity counts without manual flow execution. Use Coefficient’s snapshot feature to maintain historical activity count data, enabling trend analysis that flows cannot provide without complex custom object storage.
Step 4. Export calculated metrics back to Salesforce.
Update opportunity records with calculated activity counts using scheduled exports. This makes the data available throughout your org without flow-based DML operations, while providing automated alerts for opportunities below activity thresholds with more flexible notification options than flow-based email alerts.
Build efficient activity monitoring today
This approach eliminates governor limit concerns and cross-object complexity while providing superior activity compliance capabilities than flow-based solutions. Start building your efficient activity aggregation system with Coefficient.
