)
Written by
Table of Contents
“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.”
CRM Analytics dashboard PDF download requires multiple complex permission sets: “Analytics Download Tools,” “Use Analytics,” potential Slack-related permissions, and proper sharing settings. This creates administrative overhead and potential security gaps for organizations trying to export dashboard data.
Here’s how to simplify the permission model using standard Salesforce permissions that most users already possess.
Simplify dashboard PDF downloads with standard permissions using Coefficient
Coefficient simplifies the permission model by requiring only standard Salesforce permissions that most users already possess: basic API access, object read permissions for dashboard data sources, and standard report access. This eliminates the need for specialized Analytics permission sets while providing equivalent dashboard PDF download functionality with better reliability through Salesforce integration.
How to make it work
Step 1. Verify existing standard permissions.
Check that users have API Enabled permission (usually enabled by default), standard object read access for Accounts, Opportunities, and other dashboard data sources, and report folder access if importing from existing Salesforce reports. Most users already have these through their existing profiles.
Step 2. Connect using current access controls.
Use Coefficient to connect with existing Salesforce credentials, leveraging your organization’s current access controls. Import dashboard data using “Import from Objects & Fields” or “From Existing Report” functionality without requiring additional permission set assignments.
Step 3. Generate PDFs with standard spreadsheet permissions.
Format the imported data to match your dashboard layout, then export to PDF using Google Sheets or Excel native functionality. This requires no additional permissions beyond standard spreadsheet access that users typically already have.
Reduce permission complexity while maintaining dashboard functionality
This approach reduces permission management from multiple specialized permission sets to standard Salesforce access controls while providing faster deployment and security compliance. Try Coefficient to eliminate the administrative overhead of complex Analytics permission sets while getting reliable dashboard PDF exports.
