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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.”
Standard Salesforce reports restrict notes visibility to records you own, but custom SOQL queries through the API often provide broader access to notes data across your organization.
Here’s how to leverage SOQL queries to bypass ownership limitations and access comprehensive notes data without requiring developer resources or custom code development.
Bypass notes ownership with custom SOQL using Coefficient
Coefficient’sSalesforcereport-levelcustom SOQL query functionality provides the most accessible way to bypassnotes ownership limitations. The platform enables custom SOQL queries that often provide broader Notes access than standard reports, especially in organizations where API permissions exceedrestrictions.
How to make it work
Step 1. Set up custom SOQL query access in Coefficient.
Connect to Salesforce through Coefficient and select “Custom SOQL Query” from the import options. This gives you direct access to write queries that leverage API permissions rather than standard report limitations.
Step 2. Write direct notes queries with expanded access.
Use queries liketo access notes through parent object relationships rather than direct ownership.
Step 3. Create cross-object joins for comprehensive notes access.
Leverage Coefficient’s automatic handling of complex joins between Notes and multiple objects. Access notes through relationships liketo expand visibility beyond direct ownership.
Step 4. Implement dynamic filtering with spreadsheet cell references.
Use Coefficient’s dynamic filtering feature to reference spreadsheet cells in WHERE clauses for flexible date ranges and criteria. This allows you to modify query parameters without rewriting SOQL code, making the solution accessible to non-technical users.
Step 5. Set up automated refresh schedules with error handling.
Configure SOQL queries to run on schedule with Coefficient’s built-in validation and error reporting. The platform automatically handles query syntax validation and provides business-friendly error messages when issues occur.
Access more notes data without custom development
Start leveragingWhile SOQL queries through Coefficient still operate within your API permissions, they often access significantly more Notes data than standard reports, especially in restrictive sharing environments.custom SOQL queries to bypass notes ownership limitations today.
