)
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.”
When organizations disable export buttons in Salesforce to prevent data theft and maintain security compliance, legitimate business users still need data access for analysis and reporting workflows.
Here’s an effective workaround that provides controlled data access while addressing the security concerns that led to disabled exports in the first place.
Create controlled data connections using Coefficient
CoefficientSalesforceSalesforceserves as an effective report export workaround by providing controlled data access through API connections rather than bulk file exports. Instead of exporting files that can be easily shared or lost, Coefficient creates live data connections to controlled spreadsheet environments withandintegration.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient in Google Sheets or Excel and establish a connection to Salesforce using your API access credentials. This requires API permissions but bypasses disabled UI export buttons.
Step 2. Select “Import from Existing Report” to access restricted reports.
Browse your available Salesforce reports, including those with disabled export buttons. The API connection provides data access independent of UI export restrictions.
Step 3. Import complete datasets directly to controlled spreadsheet environments.
Choose your target report and import the full dataset to your spreadsheet. This provides the same data access as exports but within a controlled, auditable environment.
Step 4. Set up administrative oversight through spreadsheet permissions.
Use spreadsheet sharing controls to manage who can access the imported data. This provides better audit trails than file exports while enabling necessary business analytics.
Step 5. Configure automatic refreshes to maintain current data.
Set up scheduled data updates so your analysis stays current without repeated export requests. This reduces administrative overhead while providing ongoing data access.
Get the data access you need with better security controls
Start using CoefficientThis workaround transforms the workflow from file-based exports to live data connections, often providing better security compliance while improving user productivity. You maintain data access for legitimate business needs while addressing the security concerns that led to disabled exports.for controlled data access.
