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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 business needs.
These limitations can seriously impact your ability to analyze data and make informed decisions. Here’s what you’re missing and how to work around these restrictions.
Major limitations you’ll face in native Salesforce reporting
The biggest restriction is being locked into existing report types created by admins. You can’t establish new relationships between objects, combine custom objects with standard ones, or access fields that weren’t included in the original report type design. You’re also limited to relationships that are only 3 levels deep, which blocks comprehensive analysis across your entire data model.
Cross-object calculations become impossible
You can’t perform calculations across unrelated objects or create the many-to-many relationships your business logic requires. Historical analysis gets complicated when you need to combine current and past data views, and custom grouping by any field combination simply isn’t available.
Bypass all reporting restrictions using Coefficient
Coefficient eliminates every single limitation by giving you direct access to all Salesforce standard and custom objects. You can import any data without permission restrictions and create relationships using Salesforce spreadsheet formulas that are more flexible than native report types.
How to make it work
Step 1. Import all the objects you need.
Pull data from Campaigns, Campaign Members, Opportunities, and Contacts separately using Coefficient. You’ll have access to complete field lists from every object, not just the limited fields included in existing report types.
Step 2. Build comprehensive attribution analysis.
Use VLOOKUP or XLOOKUP to connect Campaign data to Opportunities through Contact relationships. Create formulas like =VLOOKUP(C2,Campaigns!A:D,3,FALSE) to pull campaign budget data into your opportunity analysis. This gives you campaign ROI calculations that aren’t possible in standard Salesforce reports.
Step 3. Apply dynamic filtering across all objects.
Use Coefficient’s AND/OR filter logic with cell-based filter values for interactive analysis. Filter opportunities by campaign type, account industry, and deal size simultaneously – something that requires multiple report types in native Salesforce.
Step 4. Schedule automatic updates.
Set up hourly, daily, or weekly refresh schedules to keep your comprehensive analysis current. Your custom relationships and calculations automatically apply to new data, maintaining accuracy without manual work.
Get the reporting flexibility you actually need
This approach provides more analytical capabilities than Salesforce’s native reporting, even with full admin permissions. You can create unlimited relationships, perform complex calculations, and build the exact reports your business requires. Start building better Salesforce reports today.
