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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.”
Exporting Salesforce list view data requires specific permissions that go beyond basic user access, especially when using API-based tools that provide more robust export capabilities than native options.
Here’s what permissions you need for both native Salesforce exports and enhanced API-based export tools, plus how to troubleshoot common permission issues.
Required permissions for enhanced exports using Coefficient
Coefficient leverages Salesforce’s API for more powerful data extraction, which requires additional permissions beyond native list view exports but enables significantly better functionality.
How to make it work
Step 1. Verify your Salesforce edition includes API access
Confirm your organization uses Professional, Enterprise, or Developer edition. These editions include API access, which is required for enhanced export capabilities. Essentials edition has limited API access.
Step 2. Check API Enabled permission on your user profile
Navigate to Setup > Users > Profiles and verify that “API Enabled” is selected in your user profile. This permission is crucial for any API-based data extraction tool to connect to your Salesforce org.
Step 3. Confirm object and field-level permissions
Ensure you have Read access to the specific objects (Account, Contact, Lead, etc.) and field-level security permissions for individual fields you want to export. API-based tools respect all Salesforce security settings identically to native exports.
Step 4. Handle MFA considerations
If your org has multi-factor authentication enabled, be aware of the 2,000 record limit unless your export includes unique identifiers like Salesforce record IDs. Plan your field selections accordingly for large datasets.
Step 5. Test with System Administrator if needed
If you encounter permission issues, test the same export with a System Administrator account to isolate whether the problem is permission-related or technical. System Administrator profiles typically have all necessary permissions by default.
Get the right access for better exports
While API-based tools require more restrictive permissions than native exports, they enable significantly more powerful data extraction capabilities. Start with Coefficient to leverage these enhanced export features.
