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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 new report builder interface has relocated or removed export functionality that was previously available, causing confusion for users familiar with the classic interface layout.
Here’s how to access your report data consistently, regardless of Salesforce’s evolving interface changes.
Access report data without hunting for export options using Coefficient
Coefficient eliminates dependency on Salesforce’s changing UI by providing consistent data access regardless of interface updates. You can import data from any existing Salesforce report or build custom reports with more flexibility than the native report builder.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install the Coefficient add-on in Google Sheets or Excel and authenticate with your Salesforce credentials. This connection remains stable even as Salesforce updates its interface.
Step 2. Import from existing reports.
Use the “From Existing Report” feature to access any Salesforce report in your org. This automatically includes all fields from the report, regardless of the current interface version.
Step 3. Build custom reports with Objects & Fields.
Create ad-hoc reports by selecting specific fields from comprehensive object lists. Apply complex AND/OR filter logic that often exceeds native report builder capabilities.
Step 4. Set up automated refresh schedules.
Configure hourly, daily, or weekly data updates that work consistently regardless of Salesforce interface changes. Your data access remains reliable even during major UI updates.
Maintain consistent reporting workflows
Interface-independent data access means your reporting processes stay stable even as Salesforce evolves its UI. Start building reliable report connections today.
