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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.”
You can bypass Salesforce’s 4-object reporting limit by importing unlimited objects into spreadsheets using Coefficient . This approach costs significantly less than Tableau or PowerBI while giving you complete flexibility for multi-object analysis.
Here’s how to create comprehensive reports that connect as many objects as you need, plus set up automated refreshes to keep your data current.
Import unlimited Salesforce objects using Coefficient
Salesforce’s native reporting restricts you to 4 objects maximum per report type. Salesforce also can’t connect objects without direct relationships. Coefficient eliminates both restrictions by letting you import data from any number of objects into your spreadsheet, then use native functions to connect them however makes sense for your business.
How to make it work
Step 1. Set up multiple object imports in Coefficient.
Install Coefficient and connect to your Salesforce org. Create separate imports for each object you need – Accounts, Contacts, Opportunities, Cases, Custom Objects, or any combination. There’s no limit on how many objects you can import.
Step 2. Import each object to separate sheets or designated areas.
Organize your data by importing each object to its own sheet tab or clearly defined sections within a single sheet. This keeps your source data clean and makes it easier to reference in formulas later.
Step 3. Connect objects using spreadsheet functions.
Use VLOOKUP, XLOOKUP, or INDEX/MATCH to connect data across your imported objects. For example, match Account IDs to pull opportunity data into your account analysis, or use email addresses to connect contact engagement with support case history.
Step 4. Write custom SOQL queries for complex joins.
For advanced scenarios, use Coefficient’s custom SOQL capability to write queries that join multiple objects directly. This bypasses Salesforce’s report type limitations entirely and pulls exactly the connected data you need.
Step 5. Schedule automatic data refreshes.
Set up hourly, daily, or weekly refresh schedules so your multi-object reports stay current without manual exports. Your formulas and pivot tables will automatically update with fresh Salesforce data.
Step 6. Build comprehensive dashboards with pivot tables and charts.
Create pivot tables that analyze relationships across all your imported objects. Build charts showing account health by combining revenue trends, support satisfaction, product adoption, and marketing engagement – analysis that’s impossible with Salesforce’s 4-object limit.
Start building unlimited object reports today
This spreadsheet-based approach gives you enterprise-level reporting capabilities without the enterprise price tag. You can analyze relationships across 6, 10, or 20+ objects while keeping costs predictable. Get started with Coefficient to break free from Salesforce’s object limitations.
