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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.”
Manual profile-by-profile security auditing wastes hours and introduces human error into critical security reviews. You need automated bulk auditing that analyzes all profiles simultaneously and highlights security anomalies automatically.
This guide shows you how to create comprehensive security audit workflows that replace individual profile checking with systematic bulk analysis.
Automate security auditing across all profiles using Coefficient
CoefficientSalesforceSalesforceprovides superior bulk auditing capabilities through automated data imports and analysis workflows. Instead of checking profiles individually, you can import all relevant permission data fromsimultaneously and generate comprehensive security matrices inspreadsheets.
How to make it work
Step 1. Import all permission data with bulk SOQL queries.
SELECT Parent.Profile.Name, Parent.Profile.UserType, SobjectType, PermissionsCreate, PermissionsRead, PermissionsEdit, PermissionsDelete FROM ObjectPermissions Use custom SOQL to pull comprehensive permission data:. This gets every permission setting across all profiles in one query.
Step 2. Generate security matrices for cross-profile analysis.
Create comprehensive cross-reference matrices showing all profiles versus all objects with permission levels. Use pivot tables to organize the data so you can spot permission inconsistencies across similar role profiles immediately.
Step 3. Set up exception reporting with conditional formatting.
Apply conditional formatting and filtering to highlight security anomalies like non-admin profiles with delete permissions or excessive access rights. Create automated alerts that flag profiles with concerning permission combinations.
Step 4. Focus audits on custom objects and high-risk areas.
Filter your security audits specifically for custom objects where security risks are often highest. Custom objects typically contain your most sensitive business data and require the most careful permission management.
Step 5. Create historical audit snapshots for compliance.
Use Coefficient’s snapshot feature to maintain monthly security audit records. This creates compliance documentation showing how security posture changed over time and helps identify permission drift patterns.
Step 6. Import Setup Audit Trail for change tracking.
Pull Setup Audit Trail data to track all permission modifications with timestamps and user information. This provides comprehensive audit trails that native Salesforce reporting cannot match for analysis flexibility.
Step 7. Set up automated security monitoring alerts.
Configure Slack or email alerts when permission changes occur on critical objects. This transforms reactive security auditing into proactive monitoring that catches changes as they happen.
Build proactive security governance
Start buildingAutomated security auditing eliminates manual profile checking while providing comprehensive visibility into your object-level security posture.systematic security governance that scales with your organization.
