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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.”
Displaying data from three connected objects in a single Salesforce report through junction objects presents significant technical challenges that often require complex custom report types or multiple separate reports.
Here’s how to consolidate data from multiple connected objects into a single, comprehensive view without technical complexity.
Why native Salesforce struggles with three-object reporting
Standard report types typically don’t include all three object relationships, formula fields become complex when traversing multiple relationship levels, and performance issues arise with multi-object joins in large datasets. This approach also requires advanced Salesforce configuration knowledge and offers limited flexibility for modifying field selections.
Consolidate three-object data using Coefficient
Coefficient excels at consolidating data from multiple connected objects into a single, comprehensive view. You can integrate data from your junction object and both related objects simultaneously in one streamlined process.
How to make it work
Step 1. Establish your junction object as the foundation.
Start with your junction object using Coefficient’s “From Objects & Fields” feature. This creates the primary data structure that will connect your three objects together in a single report.
Step 2. Select fields from the first connected object.
Expand the related object sections to browse and select specific fields from the first connected parent or child object. Coefficient displays all available fields in an intuitive interface without technical barriers.
Step 3. Add fields from the second connected object.
Navigate to the second related object section and choose the fields you need from this object. You can select fields from multiple objects simultaneously, creating a unified data view in your spreadsheet.
Step 4. Apply cross-object filtering and logic.
Set up AND/OR filtering conditions that work across all three objects simultaneously. This allows you to refine your dataset based on criteria from any of the connected objects while maintaining the unified view.
Step 5. Configure automated updates and analysis.
Set up scheduled refreshes to keep your three-object data current and leverage spreadsheet functionality for advanced analysis. Use dynamic filters pointing to cell values for flexible reporting without modifying import settings.
Start building comprehensive three-object reports
This approach transforms the challenge of three-object reporting from a complex technical project into a straightforward data import and analysis workflow. Begin creating your unified three-object reports today.
