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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.”
Salesforcereports require manual filter setup for “my” records and don’t dynamically adapt to the viewing user without additional configuration that often breaks or requires constant maintenance.
Here’s how to create comprehensive “assigned to me” filtering that works across all relevant objects and updates automatically.
Set up comprehensive “assigned to me” filtering across all objects using Coefficient
CoefficientSalesforce’ssimplifies this by creating imports with built-in “assigned to me” filtering across all relevant objects. Instead ofstatic report filters, you get real-time filtering that works across any object or field combination.
How to make it work
Step 1. Create multiple imports filtering by assignment criteria.
Set up separate Coefficient imports for each object type: Tasks where OwnerId equals your User ID, Opportunities where OwnerId equals your User ID, Leads where OwnerId equals your User ID, and Cases where OwnerId equals your User ID. This gives you comprehensive coverage of all your assigned records.
Step 2. Use dynamic filters for single-point control.
Point all your assignment filters to reference a single cell containing your User ID. This creates a master control where all your “my records” imports update automatically when you change the user context. Unlike Salesforce’s static filters, this approach provides consistent filtering across all object types.
Step 3. Enable historical tracking and automatic updates.
Use Coefficient’s scheduled refresh capability to ensure your assigned records are always current. Add the “Append New Data” feature to track historical assignments over time, so you can see how your workload changes and maintain a record of past assignments.
Get comprehensive “my records” filtering that works
Set up yourThis approach provides more reliable and flexible assignment filtering than Salesforce’s manual report setup, with automatic updates and cross-object consistency.comprehensive “my records” dashboard today.
