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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.”
Calculating effective permissions across multiple permission sets is extremely complex in Salesforce, as permissions can be additive across profiles, permission sets, sharing rules, and role hierarchies with no native calculator available.
Here’s how to simplify this through automated permission aggregation and spreadsheet analysis capabilities.
Calculate effective permissions automatically using Coefficient
Coefficientsimplifies effective permission calculation through automated permission aggregation. You can import all permission sources using comprehensive SOQL queries and create effective permission matrices with permission source attribution.
How to make it work
Step 1. Import all permission sources with comprehensive queries.
SalesforceConnect toand import profile permissions:. Then get permission set assignments:
Step 2. Get folder sharing permissions.
Import folder-level access:. This captures sharing rule permissions that might grant access beyond profile and permission set settings.
Step 3. Create additive permission calculations using spreadsheet formulas.
Use Coefficient’s formula auto-fill to create IF/OR formulas that determine the highest permission level across sources. Build VLOOKUP combinations to cross-reference user assignments and conditional logic for permission inheritance rules.
Step 4. Build effective permission matrices.
Create user-specific effective permissions across all reports with permission source attribution (Profile vs Permission Set vs Sharing). Calculate access level results showing Read/Edit/Manage effective rights for each user-report combination.
Step 5. Apply dynamic filtering and schedule updates.
Use dynamic filtering to analyze specific users or permission combinations. Schedule automated updates to maintain current effective permission calculations as permission assignments change.
Get comprehensive effective permission visibility
Salesforce’sStart calculatingThis provides comprehensive effective permission visibility that’s impossible throughnative interface, eliminating hours of manual permission checking.your effective permissions today.
