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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.”
Email Studio blocks XLSX files for security and deliverability reasons, and workarounds often result in emails being flagged as spam or blocked entirely. Rather than attempting risky file attachment workarounds, there’s a professional alternative that delivers better value to recipients.
Here’s how to provide spreadsheet functionality without fighting Email Studio’s restrictions, while giving recipients always-current data instead of static files.
Deliver live spreadsheet data instead of static XLSX files using Coefficient
Coefficient offers a superior solution that eliminates the need for file attachments while delivering better value to recipients. Instead of static XLSX files that become outdated immediately, you can provide live access to spreadsheet data that updates automatically from your Salesforce org.
How to make it work
Step 1. Import your Salesforce data into Google Sheets using Coefficient’s extensive connectivity.
Connect to all Salesforce reports, standard objects, and custom objects. Import any data you would normally include in XLSX attachments – opportunities, leads, accounts, campaign performance, or custom reporting data.
Step 2. Set up automated refresh scheduling aligned with your email sends.
Configure Coefficient to refresh your data hourly, daily, or weekly based on your Email Studio campaign schedule. This ensures data is current before each send, providing recipients with always-accurate information.
Step 3. Implement secure link sharing in Email Studio templates.
Include Google Sheets links in your Email Studio templates instead of attempting XLSX attachments. Recipients get live access to spreadsheet data with full functionality including sorting, filtering, and formulas.
Step 4. Use Formula Auto Fill Down for maintained calculations.
Leverage Coefficient’s Formula Auto Fill Down feature to maintain calculated fields and metrics automatically. Your spreadsheet formulas update with new data during each refresh, ensuring calculations stay accurate without manual intervention.
Provide better value than static files
This approach delivers the spreadsheet functionality recipients expect while bypassing all Email Studio attachment limitations and providing always-current data instead of static files. Try Coefficient to transform your email data sharing strategy.
