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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.”
Unfortunately, there are no minimum setup steps to enable Analytics Download tools without full Slack integration – this is a hard architectural requirement in Salesforce. The Analytics Download API is built on Slack’s infrastructure and cannot function without complete Slack for Salesforce integration.
Here’s the simplest alternative setup that achieves the same dashboard export goals with minimal configuration requirements.
Get dashboard exports with true minimum setup using Coefficient
Coefficient provides the simplest alternative setup process with just three steps: install the Google Sheets or Excel add-on, connect to Salesforce with existing credentials, and import dashboard data. This represents the true minimum setup path for CRMA dashboard PDF export functionality compared to the complex Analytics Download API requirements through Salesforce integration.
How to make it work
Step 1. Install Coefficient in your preferred spreadsheet application.
Add the Coefficient add-on to Google Sheets or Excel – this takes about 2 minutes and requires no additional software installation or complex configuration steps.
Step 2. Connect using your existing Salesforce credentials.
Use your current Salesforce login for one-time authentication with Coefficient. This leverages standard Salesforce API permissions that users typically already have, eliminating the need for specialized permission sets or additional license management.
Step 3. Import and export your dashboard data.
Select the reports or objects that feed your CRMA dashboard using Coefficient’s import options. Apply the same filters and formatting, then export to PDF using native spreadsheet functionality with automatic pagination handling and scheduled updates.
Complete dashboard export setup in minutes, not hours
This approach provides full dashboard data export to PDF with automatic pagination handling in a 5-minute setup versus hours required for Slack integration. Start with Coefficient to get the true minimum setup path for CRMA dashboard exports without the complexity of Analytics Download tools.
