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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.”
This inconsistent behavior is typical of Salesforce’s joined report export limitations. Block 1 likely contains more than 20,000 records (causing truncation), while Block 2 contains fewer than 20,000 records (allowing full export). This creates an uneven and unpredictable export experience that makes comprehensive analysis difficult.
Here’s how to get consistent full data access from both blocks regardless of their record counts.
Unified data extraction approach using Coefficient
The inconsistency occurs because each block in a joined report has an independent 20,000 record export limit. By importing directly from the underlying Salesforce objects instead of the joined report structure, you can eliminate this unpredictable behavior and ensure consistent full data access from both blocks in Salesforce .
How to make it work
Step 1. Identify objects in each block.
Document the Salesforce objects used in both Block 1 and Block 2. Note the specific fields, filters, and criteria applied to each block so you can recreate the same logic consistently.
Step 2. Create comprehensive object imports.
Use Coefficient’s “From Objects & Fields” feature to import directly from the source objects for both blocks. This bypasses the joined report structure that causes the inconsistent export behavior.
Step 3. Apply consistent filtering.
Recreate the filtering logic from both blocks using Coefficient’s advanced filtering capabilities. Apply the same approach to both blocks for consistency, regardless of their original record counts.
Step 4. Maintain block distinctions.
Use separate sheets or clearly labeled sections to preserve the original block organization. This maintains the analytical structure while ensuring complete data access from both blocks.
Step 5. Set up unified refresh schedules.
Configure automated updates for both blocks simultaneously or at different intervals based on data volatility. This ensures both blocks stay current and maintain consistent data quality.
Step 6. Configure consistent alerting.
Set up notifications when either block exceeds specific thresholds or when data changes significantly. This provides consistent monitoring across both blocks regardless of their record volumes.
Eliminate inconsistent export behavior
This approach ensures both blocks provide complete data access while maintaining the analytical structure of your original joined report. You get consistent performance, scalable solutions as data grows, and enhanced analysis features that aren’t available in Salesforce’s native reports. Get consistent full data access from all your blocks today.
