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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 report subscriptions are limited to licensed users only, creating a significant gap when you need to share reports with external stakeholders like partners, clients, or vendors who don’t have Salesforce access.
Here’s a comprehensive alternative that eliminates licensing restrictions while providing enhanced distribution capabilities and better formatting control than native subscriptions.
Replace Salesforce subscriptions using Coefficient
Coefficient serves as a complete alternative to Salesforce report subscriptions by importing report data into spreadsheets and providing superior distribution capabilities. You can send reports to unlimited external email addresses with better scheduling options and professional formatting without any Salesforce licensing requirements.
How to make it work
Step 1. Replace Salesforce subscriptions with Coefficient imports.
Connect Coefficient to your Salesforce org and import any report that you previously distributed via subscriptions. You’ll have access to all Pipeline, Leads, Opportunities, Forecasts, Campaign Performance, and custom reports without recipient licensing restrictions.
Step 2. Set up enhanced scheduling options.
Configure granular timing with hourly intervals (1, 2, 4, 8 hours), daily delivery at specific times, weekly delivery on multiple days, or monthly distribution. You can also set up trigger-based alerts that send reports only when data changes, reducing email noise.
Step 3. Configure unlimited external recipients.
Add any external email addresses to your distribution lists without licensing costs. Create segmented recipient groups for different external stakeholders, sending different reports or data views to partners, clients, and vendors based on their specific needs.
Step 4. Customize professional report presentation.
Deliver reports in familiar Excel or Google Sheets format with charts, graphs, and conditional formatting. Create executive summaries, custom dashboards, or interactive elements that recipients can sort and filter, providing much more value than basic Salesforce subscription emails.
Upgrade your external report distribution
This alternative effectively replaces Salesforce report subscriptions with a more flexible, cost-effective solution that serves external recipients without licensing constraints while providing superior user experience and formatting options. Try Coefficient to upgrade your external stakeholder reporting today.
