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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.”
Without Manage Custom Report Types permission, Salesforce’s report builder restricts you to pre-defined object relationships, limited field access, and fixed report structures that often don’t match your analytical needs.
But there’s a better way to build reports that eliminates these limitations entirely. Here’s what you’re missing and how to get unlimited reporting capabilities.
Break free from Salesforce reporting restrictions using Coefficient
CoefficientSalesforceSalesforceeliminates all nativereport builder limitations by giving you direct access to every object and field without permission restrictions. You can create any relationship between objects and buildanalysis that’s impossible with standard reporting.
How to make it work
Step 1. Import from unlimited Salesforce objects and fields.
Access all standard and custom objects without permission barriers. Import Campaigns, Campaign Members, Opportunities, and Contacts with complete field lists. You’re not limited to pre-existing report types or admin-approved object combinations.
Step 2. Create custom relationships using spreadsheet formulas.
Build any logical connection between objects using VLOOKUP, XLOOKUP, or INDEX/MATCH formulas. For example, connect Campaign data to Opportunity data through Contact relationships using =VLOOKUP(B2,Contacts!A:D,4,FALSE) to pull Contact Account IDs, then =VLOOKUP(E2,Opportunities!C:G,3,FALSE) to get Opportunity amounts. This creates campaign attribution analysis impossible in native Salesforce.
Step 3. Apply advanced filtering and dynamic analysis.
Use Coefficient’s AND/OR filter logic with dynamic filters pointing to cell values. Create interactive dashboards where changing a cell value automatically filters your entire analysis. Build drill-down capabilities that let you explore data relationships in real-time.
Step 4. Perform cross-object calculations and visualizations.
Calculate metrics across unrelated objects, create historical trend analysis, and build custom groupings by any field combination. Use pivot tables and advanced charts that go beyond Salesforce’s visualization limitations. Set up automatic refresh to keep your analysis current.
Get the reporting power you actually need
Start buildingThis approach provides more analytical flexibility than native Salesforce reporting, even with full admin permissions. You get unlimited object access, custom relationship building, and advanced calculation capabilities.unrestricted Salesforce reports today.
