)
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.”
Salesforce’s Analytics Download API requires Slack for Salesforce integration as a prerequisite, creating an unnecessary barrier for basic PDF export functionality. This requirement blocks many organizations from exporting multi-page tabular widget data to PDF format.
Here’s how to export complete multi-page tabular data without any Slack dependencies.
Access complete tabular widget data without Slack requirements using Coefficient
Coefficient eliminates the Slack integration requirement by connecting directly to the Salesforce objects that feed your CRMA tabular widget. This approach captures all records across multiple pages, not just the visible rows, and handles the data formatting and PDF generation through Salesforce spreadsheet applications.
How to make it work
Step 1. Import the complete dataset from Salesforce.
Use Coefficient’s “Import from Objects & Fields” feature to select the same Salesforce object that populates your CRMA tabular widget. This pulls all records, not just the visible rows in your dashboard, and automatically handles pagination for large datasets.
Step 2. Apply your widget’s filters and formatting.
Recreate the same filters used in your CRMA widget using Coefficient’s AND/OR filter logic. Format the spreadsheet to match your dashboard layout with proper column headers, sorting, and grouping. This ensures your PDF export maintains the same structure as your original widget.
Step 3. Generate multi-page PDFs with native spreadsheet tools.
Set up automatic refresh scheduling to keep data current, then use Google Sheets or Excel’s built-in PDF export functionality. These tools handle multi-page content seamlessly and provide better control over page breaks and formatting than Salesforce’s native export options.
Bypass Slack integration barriers for reliable tabular exports
This method provides superior control over multi-page tabular widget PDF generation while ensuring complete data coverage across all pages. Start using Coefficient to export your CRMA tabular widgets without the complexity of Slack integration requirements.
