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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.”
TCRM API requires complex custom development and ongoing maintenance to achieve automated email exports for user-filtered table data. The API lacks built-in email automation features and struggles with user context filtering, making it a challenging solution for most teams.
Here’s a no-code alternative that delivers the same automated email functionality without the technical complexity.
Skip TCRM API complexity using Coefficient
Coefficient provides direct Salesforce integration using REST API and Bulk API support without requiring custom TCRM development. You get user context filtering and automated email exports through a simple interface that eliminates API management overhead and Salesforce maintenance requirements.
How to make it work
Step 1. Connect directly to Salesforce data.
Import your Salesforce objects using Coefficient’s native integration. This bypasses TCRM API entirely while accessing the same data your Lightning table components display. The connection handles authentication and API limits automatically.
Step 2. Apply user context filtering.
Set up dynamic filters that reference specific user criteria like role, territory, or user ID. These filters maintain manager-specific or team-specific data views without requiring custom API development to preserve user context.
Step 3. Configure automated email delivery.
Use built-in email alerts with scheduling options for hourly, daily, or weekly delivery. Add variables for dynamic recipient routing based on user context, so the right filtered data reaches the right people automatically.
Step 4. Set up refresh automation.
Schedule automatic data refreshes to keep your filtered exports current. The system maintains user-specific filtering while updating the underlying data, ensuring each automated email contains the latest information.
Get automated exports without API development
This approach delivers the automated email export functionality you want from TCRM API but with significantly less technical complexity and zero maintenance requirements. You get reliable user context filtering and professional email formatting without custom development. Start building your automated exports today.
