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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.”
Salesforce contact report exports require “Export Reports” permission in your user profile, plus appropriate object-level permissions for Contact records and field-level security access.
Here’s a streamlined approach that works with standard API access instead of complex export permission structures.
Extract contact data with simplified permissions using Coefficient
Coefficient simplifies the permission model by working through standard Salesforce API access. Instead of requiring specific export permissions, you only need “API Enabled” permission and read access to Contact objects – both typically available in standard Salesforce user profiles.
How to make it work
Step 1. Verify your basic Salesforce access.
Confirm you can view Contact records in Salesforce and have “API Enabled” permission in your user profile. These standard permissions are sufficient for Coefficient to access your contact data.
Step 2. Connect Coefficient to your Salesforce org.
Install the Coefficient add-on in Google Sheets or Excel and authenticate with your standard Salesforce login credentials. No additional export permissions are required for the connection.
Step 3. Import contact data directly.
Use “From Existing Report” to access existing contact reports without export permissions, or select “Objects & Fields” to build custom contact queries with all available fields.
Step 4. Set up automated contact data sync.
Configure real-time contact data updates with hourly, daily, or weekly refresh schedules. This provides ongoing access to current contact information without repeated permission checks.
Simplify contact data access
Standard API permissions often provide compliant contact data extraction with better audit trails than traditional file downloads. Connect your contact data with simplified permission requirements.
