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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.”
Salesforce report types inherently create record duplication when objects have multiple relationship routes to the same data, multiplying parent records for each child relationship path.
Here’s how to get clean, deduplicated data that shows each record only once regardless of how many relationship paths exist.
Control record deduplication with custom SOQL queries using Coefficient
Coefficientprovides superior record deduplication control through custom SOQL queries that use proper JOIN syntax and GROUP BY clauses to prevent duplication at the query level. When importing data with multiple relationship routes, you can write SOQL that explicitly handles the relationship logic to return each record only once.
How to make it work
Step 1. Write SOQL with proper JOIN syntax and GROUP BY clauses.
SalesforceUse custom SOQL queries that explicitly handle relationship logic to prevent duplication at the source. Structure your queries with GROUP BY clauses that ensure each record appears only once regardless of multiple relationship paths in.
Step 2. Import different relationship paths as separate datasets.
Use the Objects & Fields import method to pull data from different relationship routes as separate datasets. This gives you complete control over which relationship path takes precedence when duplicates exist.
Step 3. Apply spreadsheet deduplication functions.
Use UNIQUE, REMOVE DUPLICATES, or VLOOKUP formulas to merge data intelligently. Create logic that prioritizes certain relationship routes (like direct relationships over indirect ones) when combining data from multiple paths.
Step 4. Set up Formula Auto Fill Down for automated deduplication.
SalesforcePlace your deduplication logic in the column immediately to the right of your imported data. This ensures your deduplication formulas automatically apply to new records during refreshes from.
Step 5. Implement business rules for relationship prioritization.
Create formulas that merge data from multiple paths into comprehensive records showing the complete picture without duplication. Use conditional logic to determine which relationship path provides the most accurate or current information.
Get clean data that makes sense
Start using CoefficientThis spreadsheet-based approach provides infinitely more flexibility than Salesforce’s limited report type structure, allowing you to implement sophisticated business rules for handling multiple relationship routes.to build reports with clean, deduplicated data that actually reflects your business reality.
