User cannot view Salesforce report due to undefined filter error while colleagues can access

using Coefficient excel Add-in (500k+ users)

Solve undefined filter errors affecting individual Salesforce users with a reliable reporting solution that bypasses corrupted filter logic entirely.

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An undefined filter error affecting only one user while colleagues can access the same report indicates user-specific corruption in Salesforce’s filter logic system, often caused by cached filter definitions that reference fields or criteria that no longer exist.

Instead of diagnosing and repairing undefined filter references, you can recreate the report functionality with a more reliable system that won’t suffer from similar corruption issues.

Bypass corrupted filter logic with direct data imports using Coefficient

CoefficientSalesforce’sSalesforce’sprovides an effective solution by eliminatingfilter logic system entirely. You can recreate the report functionality using direct import capabilities that don’t rely on stored filter logic that can become corrupted. Coefficient’s filtering uses direct field references and AND/OR logic that operates independently ofcached filter definitions, eliminating the possibility of undefined filter errors.

How to make it work

Step 1. Connect Coefficient to Salesforce.

Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Authorize the connection to your Salesforce org through the setup process.

Step 2. Import from Salesforce objects directly.

In the Coefficient sidebar, select “Import from Salesforce” and choose “From Objects & Fields.” This accesses the same data the original report provided without relying on potentially corrupted filter references.

Step 3. Select the fields you need.

Choose specific fields from the relevant Salesforce objects. You can access related object data through lookups, often providing more comprehensive data than the original report.

Step 4. Apply reliable filtering.

Use Coefficient’s filtering system with direct field references and clear AND/OR logic. This creates stable filters that won’t be subject to the corruption that causes undefined filter errors.

Step 5. Set up automatic refresh and sharing.

Enable automatic refresh functionality and share the spreadsheet with the affected user. They can now access the data without encountering undefined filter errors.

Provide stable long-term reporting access

Try CoefficientThis approach not only solves the immediate access issue but provides a more stable reporting solution that won’t be subject to similar undefined filter errors in the future.to eliminate filter logic corruption problems.

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