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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.”
Failed Salesforce report subscriptions after the Summer 24 update left many teams without critical automated reporting. When platform issues disrupt native functionality, you need a comprehensive workaround that delivers superior reliability and enhanced features.
Here’s a complete solution that creates an independent reporting automation pipeline immune to future platform disruptions.
Create comprehensive report automation that surpasses native Salesforce capabilities using Coefficient
CoefficientSalesforceSalesforceprovides the most comprehensive workaround for failedreport subscriptions by creating an independent reporting automation pipeline. This solution delivers superior reliability and functionality compared to native subscriptions while eliminating vulnerability toplatform update disruptions.
How to make it work
Step 1. Install and connect to your Salesforce org.
Install Coefficient in Google Sheets or Excel, then connect to your Salesforce org using existing credentials. The authentication process is straightforward and uses your current permission levels to access the same reports that were failing in your subscriptions.
Step 2. Import your failed subscription reports with enhanced data access.
Use the “From Existing Report” feature to import any report from your org that was previously sent via broken subscriptions. This includes pipeline reports, lead tracking, opportunity forecasts, campaign performance, and custom reports. You can also access ALL Salesforce reports without the limitations that sometimes affect native subscriptions.
Step 3. Configure superior scheduling with multiple hourly options.
Set up automated refresh schedules with enhanced flexibility including hourly intervals of 1, 2, 4, or 8 hours, daily, and weekly options. This granular control exceeds native Salesforce subscription capabilities and lets you align refresh timing with your actual business needs.
Step 4. Set up enhanced email alerts with customization capabilities.
Configure email notifications with advanced features including customizable recipients, personalized messaging using variables, formatted charts and data, and the ability to include screenshots. These emails use Google or Microsoft email infrastructure, providing greater delivery reliability than Salesforce’s email system.
Step 5. Enable historical data tracking with append functionality.
Use the “Append New Data” feature to maintain historical records while incorporating fresh data updates. This creates comprehensive datasets that grow over time without overwriting previous information, something native Salesforce subscriptions cannot provide.
Transform your reporting automation
ImplementThis comprehensive workaround provides immunity to Salesforce platform update disruptions while delivering enhanced functionality that exceeds native subscription capabilities.your superior reporting automation system and eliminate future platform dependency risks.
