Salesforce’s native scheduled report delivery hits a hard wall at 100,000 rows and email attachment size limits, making automated delivery of large datasets impossible through standard methods.
Here’s how to bypass these restrictions and set up truly automated email delivery for unlimited data volumes.
Bypass the 100,000 row limit using Coefficient
Coefficient completely sidesteps Salesforce’s export limitations by connecting directly to your Salesforce data through API calls. Instead of fighting with attachment size limits, you’ll deliver live data links that update automatically and give recipients access to complete datasets.
How to make it work
Step 1. Connect your Salesforce account to Coefficient.
Install the Coefficient add-in for Google Sheets or Excel, then authenticate with your Salesforce credentials. This creates a direct API connection that bypasses the standard export system entirely.
Step 2. Import your large report using the “From Existing Report” method.
Select your Salesforce report that exceeds 100,000 rows. Coefficient will pull the complete dataset regardless of size, using batch processing to handle large volumes efficiently.
Step 3. Set up automated refresh scheduling.
Configure daily, weekly, or hourly refreshes to keep your data current. The scheduling runs on Coefficient’s infrastructure, not Salesforce’s limited export system, so there are no row restrictions.
Step 4. Configure email alerts for automatic delivery.
Set up email notifications that trigger when data updates. You can customize messages, include charts or screenshots, and even route emails to different recipients based on data changes.
Step 5. Share live spreadsheet links instead of attachments.
Recipients get links to always-updated spreadsheets rather than static files. This eliminates attachment size issues while ensuring everyone sees the most current data.
Start delivering unlimited Salesforce data today
This approach transforms the 100,000 row limitation from a blocking constraint into a non-issue, enabling automated delivery of complete Salesforce datasets with superior functionality. Get started with Coefficient to eliminate export restrictions and deliver real-time data access.