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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 custom report types with multiple relationship paths create significant performance degradation due to complex joins and potential Cartesian products, often resulting in timeouts or extremely slow report generation.
Here’s how to get the data you need without the performance penalties that plague complex report types.
Optimize performance with strategic data import scheduling using Coefficient
CoefficientSalesforceprovides better performance control through strategic data import scheduling and selective field importing. Instead of creating one complex report type that includes all relationship paths, you can pull data during off-peak hours whensystem resources are optimal.
How to make it work
Step 1. Schedule imports during off-peak hours.
Use automated refresh scheduling (hourly, daily, or weekly) to pull data when system resources are optimal. This distributes the performance impact across time rather than forcing complex queries during peak usage.
Step 2. Import only specific fields you need.
The Objects & Fields import method allows you to select only the specific fields needed from each object, reducing data transfer overhead. Avoid importing entire objects when you only need a few key fields.
Step 3. Write optimized custom SOQL queries.
Salesforce’sUse proper indexing and selective filtering in your SOQL queries to avoid the performance penalties ofautomated report type query generation. Include WHERE clauses that limit data volumes to only what’s currently needed.
Step 4. Import from existing optimized reports.
Leverage pre-optimized Salesforce reports as data sources and combine them in spreadsheets rather than forcing a single complex query. This approach uses reports that are already tuned for performance.
Step 5. Use dynamic filters to limit data volumes.
Point filters to cell values in your spreadsheet to create interactive filtering that users can adjust. This means you can limit data volumes to only what’s currently needed, significantly improving performance.
Get your data faster and more reliably
Try CoefficientThis approach eliminates the timeout issues and slow performance of monolithic report types that must handle all possible relationship paths simultaneously.to build high-performance reports that actually load when you need them.
