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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.”
Most Salesforce connectors break field-level security by exporting all data regardless of user permissions, creating significant data governance risks when sensitive fields become visible to unauthorized users.
Here’s how field-level security gets compromised and how to preserve Salesforce permission controls in your Google Sheets exports.
Preserve field-level security using Coefficient
Coefficient maintains Salesforce field-level security through permission-aware imports that validate field access during each refresh, automatically exclude restricted fields, and ensure different users see different data based on their Salesforce permissions.
How to make it work
Step 1. Enable permission inheritance for field access.
Configure Coefficient to query field accessibility via the Salesforce API before including data in imports. Only fields accessible to your authenticated user’s Salesforce profile will appear in the Google Sheets import.
Step 2. Set up real-time permission checking.
Enable dynamic field filtering that validates field access during each data refresh. Fields marked as hidden or restricted by profile permissions, permission sets, or field-level security settings are automatically excluded from imports.
Step 3. Configure profile-based access controls.
Set up imports so different users see different field sets based on their Salesforce access levels. When team members with varying permission levels access the same sheet, they’ll only see data they’re authorized to view in Salesforce.
Step 4. Implement scheduled permission re-evaluation.
Configure scheduled refreshes to re-evaluate permission checks during each update. If a user’s access is revoked in Salesforce, the restricted data becomes inaccessible in subsequent imports, maintaining security boundaries over time.
Step 5. Monitor field-level security compliance.
Enable audit logging that tracks which fields are included or excluded based on user permissions. This provides visibility into security compliance and helps identify any permission changes that affect data access.
Maintain Salesforce security boundaries in your spreadsheets
Field-level security breaches expose sensitive data to unauthorized users and create compliance risks that can impact your entire organization. Start using Coefficient to preserve Salesforce permission controls while enabling collaborative analytics in Google Sheets.
