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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.”
Manual Salesforce report exports eat up valuable time and create opportunities for errors, especially when you’re sharing data with external recipients on a regular basis.
You can completely automate this process and eliminate manual intervention while ensuring consistent report distribution to any email address.
Set up hands-off report distribution using Coefficient
Coefficient connects Salesforce to Google Sheets and handles both the data refresh and email distribution automatically. Your external stakeholders get professionally formatted reports without you lifting a finger.
How to make it work
Step 1. Connect Salesforce and import your report.
Install Coefficient in Google Sheets and authenticate your Salesforce connection. Use the “From Report” option to import your desired Salesforce report – all columns and data pull in automatically.
Step 2. Configure your refresh schedule.
Click on your import and select “Schedule refresh.” Choose from hourly intervals (1, 2, 4, or 8 hours), daily, or weekly options. Select specific days and times based on your reporting needs, and enable “Refresh All” if you want to update multiple reports simultaneously.
Step 3. Create your email distribution list.
Access Coefficient’s Email Alerts feature and add all external email addresses – no Salesforce access required for recipients. Design your email template with custom subject lines, formatted data tables, and embedded charts or visualizations.
Step 4. Set up advanced automation triggers.
Beyond scheduled delivery, configure “Cell values change” triggers for exception reporting or “New rows added” alerts for real-time updates. You can also implement conditional logic to send reports only when specific criteria are met.
Transform your reporting workflow
This solution removes the manual export process entirely while providing more flexibility than Salesforce’s native scheduling. External stakeholders receive timely, accurate data automatically, and you reclaim hours each week for strategic work. Get started with automated report distribution today.
