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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’s native email functionality doesn’t support custom sender addresses or flexible attachment formats for external recipients, limiting your professional branding and distribution options.
Here’s how to send Salesforce reports as professional attachments with complete control over your sender identity and attachment formatting.
Send professional report attachments using Coefficient
Coefficient provides a complete solution by importing Salesforce reports into Google Sheets and using Google’s email infrastructure for distribution. This gives you full control over sender addresses while generating professional Excel, PDF, or chart attachments for external recipients from Salesforce data.
How to make it work
Step 1. Import and prepare your Salesforce data.
Connect Coefficient to import any Salesforce report directly into Google Sheets. Apply dynamic filters to customize data for specific recipients and set up automatic refresh schedules to ensure attachment data stays current without manual intervention.
Step 2. Configure your custom sender address.
Set up email distribution through your Google account, which uses your verified email address as the sender. For Google Workspace users, configure custom domain email addresses like reports@yourcompany.com to maintain professional branding and domain credibility.
Step 3. Set up automated attachment generation.
Use Coefficient’s email alert system to automatically generate and send attachments in multiple formats. You can send Excel files for data manipulation, PDF reports for professional presentation, or chart attachments for visual summaries, all in the same email.
Step 4. Configure distribution and scheduling.
Add external recipient email addresses and set up automated delivery schedules. You can create conditional attachments that send different report formats based on data conditions, and include password protection for sensitive information.
Professional report distribution made simple
This approach provides complete control over both attachment format and sender identity while automating the entire distribution process for external recipients with better deliverability than system-generated emails. Start using Coefficient to send professional report attachments with custom branding today.
