Power Query’s Objects connector performance degrades significantly with Cases and Accounts joins because it executes separate API calls for each relationship expansion, then processes joins locally. With 25,000+ Cases, this creates exponential performance degradation that can crash Excel.
Here’s why this happens and how to get your joined data in minutes instead of hours.
Native relationship handling eliminates join performance issues
Coefficient addresses this fundamental architecture limitation through native relationship handling. Instead of separate API calls and client-side joins, Coefficient leverages Salesforce’s native relationship structure to pull related Account data alongside Cases in a single, optimized query.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient and authorize your Salesforce connection. The integration supports both REST API and Bulk API with automatic optimization for large datasets.
Step 2. Use Objects & Fields for joined data.
Select Cases as your primary object, then add related Account fields directly (like Account.Name, Account.Industry, Account.Owner) in one import. This eliminates the expand columns functionality that cripples Power Query performance.
Step 3. Configure batch processing for optimal performance.
Coefficient automatically handles batch processing with configurable sizes up to 10,000 records per batch. Parallel execution processes multiple batches simultaneously, delivering joined datasets without performance penalties.
Step 4. Set up automated refresh.
Schedule regular imports to keep your joined data current. The native relationship queries maintain consistent performance regardless of dataset size.
Stop waiting for slow joins
Cases-Accounts relationships don’t have to take 30+ minutes to process. Coefficient’s native relationship handling delivers joined datasets in 2-3 minutes with automatic optimization and parallel processing. Experience the performance difference today.