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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.”
The Analytics Download API requires complex permission configurations including “Analytics Download Tools” permission set assignments, API access, and Slack integration permissions. These requirements create administrative overhead and potential security concerns for organizations trying to export CRM Analytics dashboards.
Here’s how to simplify dashboard PDF exports using standard Salesforce permissions instead of specialized Analytics Download requirements.
Simplify CRM Analytics PDF exports with standard API permissions using Coefficient
Coefficient uses standard Salesforce API permissions instead of specialized Analytics Download permissions. This approach eliminates the need for complex permission set configurations while providing the same end result: comprehensive PDF exports of your CRM Analytics dashboard data with complete multi-page coverage through Salesforce integration.
How to make it work
Step 1. Verify standard Salesforce API access.
Check that users have standard Salesforce API access and read permissions on source objects like Accounts, Opportunities, and any custom objects. Most users already have these permissions through their existing profiles, eliminating the need for specialized permission sets.
Step 2. Connect using existing Salesforce credentials.
Use Coefficient to connect with your current Salesforce login credentials. Import data from the same sources as your CRM Analytics dashboard using “Import from Objects & Fields” or “From Existing Report” functionality. This leverages permissions users already have rather than requiring new assignments.
Step 3. Apply dashboard logic and generate PDFs.
Recreate your dashboard’s filters and calculations in Google Sheets or Excel, then use native spreadsheet PDF export functionality. This requires no additional permissions beyond standard spreadsheet access, which users typically already possess.
Reduce permission complexity while maintaining dashboard functionality
This approach reduces permission management from multiple specialized permission sets to standard Salesforce API access while providing equivalent dashboard PDF export capabilities. Try Coefficient to streamline your CRM Analytics exports without the administrative overhead of complex permission configurations.
