)
Written by
Table of Contents
“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.”
While SOQL provides a workaround for Salesforce reporting limitations with permission set license assignments, executing these queries through native tools presents significant challenges including query size limits, manual execution requirements, and data export complications.
Here’s how to transform the SOQL workaround approach into a fully automated, enterprise-ready solution.
Transform manual SOQL workarounds into automated enterprise solutions using Coefficient
Coefficienttransforms the SOQL workaround approach into a fully automated solution that eliminates manual execution challenges while providing all the flexibility of custom queries with enterprise-grade automation and data management.
How to make it work
Step 1. Set up enhanced SOQL implementation with automated batch processing.
SalesforceConnect to yourorg and create this comprehensive query: `SELECT Id, PermissionSetLicense.MasterLabel, PermissionSetLicense.DeveloperName, AssigneeId, Assignee.Name, Assignee.Email, Assignee.Department, Assignee.Title, Assignee.Manager.Name, Assignee.UserRole.Name, Assignee.IsActive, Assignee.LastLoginDate, CreatedDate FROM PermissionSetLicenseAssign WHERE Assignee.IsActive = true ORDER BY Assignee.Department, Assignee.Name`. This eliminates the 2000-row query limits through automated batch processing.
Step 2. Configure scheduled execution to eliminate manual query running.
Set up automated execution schedules (daily, weekly, or hourly) so your SOQL queries run automatically without manual intervention. This provides direct integration into your spreadsheet environment for immediate analysis and eliminates the need to manually execute queries in Developer Console or Workbench.
Step 3. Implement dynamic filtering based on spreadsheet cell values.
SalesforceCreate dynamic filters that reference specific cells in your spreadsheet, allowing you to change query criteria without editing the SOQL code. Filter by department, role, date ranges, or license types using cell references in.
Step 4. Set up automated data refresh with error handling and retry logic.
Configure reliable data access with automated retry logic for failed queries and error handling that ensures consistent data availability. Use formula auto-fill for calculated fields and analysis that update automatically with each refresh.
Step 5. Create alerts for assignment changes and compliance monitoring.
Set up automated alerts that notify you when permission set license assignments change, new licenses are assigned, or compliance issues are detected based on your query results.
Get all the flexibility of SOQL without the operational challenges
Automate your SOQLThis approach provides all the flexibility of custom SOQL workarounds while eliminating manual execution and data management challenges that make native approaches impractical for ongoing license assignment reporting.workarounds for enterprise-grade license management today.
