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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.”
SalesforceYou can synccustom report types to Google Sheets with intelligent field mapping that preserves custom report structure, relationships, and specialized field configurations automatically.
Here’s how to import complex custom report types while maintaining their business logic and field relationships.
Custom report type synchronization using Coefficient
Coefficientprovides comprehensive support for Salesforce custom report types with automatic field mapping that recognizes custom report types as distinct data sources and maintains their specialized configurations and object relationships.
How to make it work
Step 1. Access and import custom report types with full field support.
Import any custom report type created in Salesforce, including those with complex object relationships. Coefficient automatically maps custom report fields to Google Sheets columns while preserving field names, data types, and including fields from related objects as defined in the custom report type structure.
Step 2. Configure intelligent field mapping and data type preservation.
Coefficient converts Salesforce API names to user-friendly column headers while maintaining number, date, text, and boolean formatting. Lookup fields include both ID and display name for reference fields, and formula fields from custom report types import with their calculated values preserved.
Step 3. Customize field selection and arrangement.
Choose specific fields from custom report types rather than importing all available data. Reorder imported fields in optimal arrangement for Google Sheets analysis, override default field names with business-friendly column headers, and apply filters specific to custom report type fields and relationships.
Step 4. Set up automated refresh with custom report type criteria.
Configure automated refresh scheduling for ongoing synchronization of your custom report types. Apply filters based on custom report type criteria and related object relationships to ensure only relevant data syncs to Google Sheets while maintaining the specialized business logic.
Seamlessly sync your complex custom reports
Start syncingThis approach ensures that complex custom report types sync seamlessly to Google Sheets while maintaining their specialized field relationships, business logic, and custom configurations that make them valuable for your organization.your custom report types today.
