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Salesforce’s standard reporting doesn’t provide direct dashboard folder access queries, and the Setup interface only shows folder permissions one at a time.
Here’s how to use Salesforce’s REST API through custom SOQL queries to extract dashboard access permissions systematically.
Query dashboard folder access through direct API connection using Coefficient
CoefficientSalesforce’saddresses this limitation by utilizingREST API through custom SOQL queries. You get direct API connection without additional authentication setup and the ability to join multiple permission-related objects in single queries.
How to make it work
Step 1. Set up your dashboard folder access query.
In Coefficient, use the Custom SOQL Query option with this query:
Step 2. Target specific folders or get all dashboard permissions.
Replace ‘specific_folder_id’ with your actual folder ID, or remove the WHERE clause to get permissions for all dashboard folders. The query automatically joins DashboardFolder and FolderShare objects to show which users have access.
Step 3. Schedule regular permission queries.
Use Coefficient’s scheduling features to run these access queries hourly, daily, or weekly. This maintains current visibility into dashboard folder permissions without manual API calls or script maintenance.
Step 4. Add filtering and analysis capabilities.
Apply dynamic filters to analyze specific access levels, user types, or folder combinations. Use conditional formatting to highlight different permission levels and identify potential security issues.
Maintain current dashboard access visibility without custom development
Get startedThis eliminates the need for complex API development while providing systematic dashboard folder access analysis.with automated dashboard permission queries today.
