)
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.”
Enhanced Folder Sharing’s additive permission model creates fundamental conflicts for organizations needing strict edit restrictions because it can’t override permissions granted through role hierarchy or public groups.
Here’s a comprehensive alternative that provides better control over report access and editing than native Salesforce capabilities.
Replace Enhanced Folder Sharing with external report management using Coefficient
CoefficientSalesforceSalesforceoffers a complete alternative architecture by moving sensitive reports to Google Sheets or Excel while maintaining real-time synchronization withdata. You get granular access control through Google Workspace or Office 365 permission systems plus enhanced collaboration features beyond whatprovides natively.
How to make it work
Step 1. Identify and migrate restricted reports.
Start by identifying reports that require restricted access and migrate them via Coefficient imports. This removes them from Salesforce’s problematic permission inheritance system entirely.
Step 2. Establish automated data synchronization.
Set up automated refresh schedules to maintain data currency. Configure hourly, daily, or weekly syncing based on how frequently your Salesforce data changes.
Step 3. Configure external platform permissions.
Use Google Workspace or Office 365 sharing capabilities to set precise access controls. These platforms offer much more granular permission management than Enhanced Folder Sharing.
Step 4. Create organizational template libraries.
Build centralized template libraries with proper version control. Users can access current templates and copy them for personal customization without affecting organizational standards.
Step 5. Train users on new access patterns.
Show your team how to access reports through the external platform and explain the benefits of the new system, including enhanced formatting and analysis capabilities.
Get enterprise-grade access control
MigrateThis alternative eliminates permission inheritance conflicts while providing superior collaboration features, better version control, and advanced formatting capabilities beyond native Salesforce reports.your first restricted reports today.
