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SalesforceLookup field filters fail when copying betweenreport types because different report types have access to different object relationships, making lookup fields available in one report type’s structure inaccessible in another’s configuration.
This causes filters to become invalid or completely inaccessible. But you can resolve these lookup field filtering issues through direct API access that bypasses report type restrictions entirely.
Access universal lookup relationships
CoefficientSalesforceresolves lookup field filtering issues through its direct API access, allowing you to access lookup fields from any relatedobject regardless of report type restrictions.
How to make it work
Step 1. Set up universal lookup access.
Access lookup fields from any related Salesforce object, regardless of report type restrictions. For example, filter Contacts by Account Industry even if your current report type doesn’t support that relationship.
Step 2. Enable cross-object filtering.
Filter on fields from related objects without requiring specific report types that support those relationships. You can filter Opportunities by the Account’s Parent Account Name regardless of report type limitations.
Step 3. Navigate multiple relationship levels.
Traverse multiple levels of object relationships in a single filter, like Contact > Account > Parent Account fields. This level of relationship traversal often isn’t possible with standard report types.
Step 4. Maintain lookup field preservation.
Keep lookup field filtering logic consistently across different data imports and structures. The lookup relationship access is determined by your Salesforce permissions, not by report type limitations.
Filter across any object relationship
Start filteringThis gives you complete flexibility in cross-object filtering scenarios without the restrictions that cause lookup field filters to fail between report types.with unlimited lookup access.
