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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 restricts report subscriptions to licensed users only, which means you can’t send automated reports to external partners, clients, or vendors without purchasing additional licenses for each recipient.
Here’s how to bypass this limitation and set up automated report distribution to unlimited external email addresses without any licensing costs.
Send reports to external recipients using Coefficient
Coefficient solves this licensing restriction by pulling your Salesforce reports into spreadsheets and using Google’s email infrastructure for distribution. This means external recipients receive emails from your Google account, not Salesforce , completely bypassing the user license requirement.
How to make it work
Step 1. Import your Salesforce report into Google Sheets.
Connect Coefficient to your Salesforce org and use the “From Existing Report” feature to import any report directly into Google Sheets. This gives you access to all your Pipeline, Leads, Opportunities, Campaign Performance, and custom reports without any restrictions.
Step 2. Set up automated refresh schedules.
Configure Coefficient to automatically refresh your report data on your preferred schedule. You can choose from hourly intervals (1, 2, 4, 8 hours), daily updates at specific times, or weekly delivery on multiple days to keep your external recipients current.
Step 3. Configure email alerts for external distribution.
Use Coefficient’s Slack and Email Alerts feature to automatically send report updates to your external recipient list. Add unlimited email addresses without worrying about Salesforce licensing, and customize your message content with dynamic data from the report.
Step 4. Customize the distribution format.
Present your data in familiar spreadsheet format, create custom dashboards, or export as Excel attachments. You can also set up conditional alerts that only send when specific data changes occur, reducing email noise for your external recipients.
Start automating your external report distribution
This approach eliminates Salesforce’s licensing restrictions while providing better formatting control and more flexible distribution options than native report subscriptions. Try Coefficient to start sending automated Salesforce reports to external recipients today.
