Hi all , i'm new to this community , can someone guide me how to get a large salesforce report automatically in mail , or if we can link it with excel through any way ? data set is large and above 100000 rows
@Keiji Otsubo - any suggestions ?
3 answers
Welcome to the community, and great question!
Salesforce does have built-in options to schedule reports via email, but there are a few limitations you’ve already bumped into:
- Scheduled reports can’t handle more than 2,000 rows
- You can’t send Excel files directly (only CSV or inline formats)
- Large datasets (like 100,000+ rows) require a workaround
Coefficient on AppExchange is the better, much more flexible option.
You can connect Salesforce directly to Excel or Google Sheets using Coefficient. It lets you:
- Import entire Salesforce reports (or you can pull from Objects and Fields or SOQL)
- Refresh the data automatically on a schedule
- Even send that refreshed file by email (or even Slack)
This gives you a live, up-to-date data pipeline from Salesforce to Excel, without hitting export limits or doing it manually. And can be setup in 5 minutes.
