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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.”
Folder-based security models in Salesforce create complex permission inheritance that’s difficult to audit through native interfaces, as dashboard access depends on folder permissions, user assignments, and organizational hierarchy.
Here’s how to get comprehensive dashboard permission auditing through automated folder security analysis.
Audit folder-based dashboard security using Coefficient
Coefficientprovides comprehensive dashboard folder permission auditing through automated folder security analysis. You get dashboard-folder relationship mapping and user access analysis through folder permission inheritance.
How to make it work
Step 1. Import comprehensive dashboard folder permissions.
SalesforceConnect toand get folder security data:
Step 2. Map dashboard-folder relationships.
Import dashboard locations:. This shows which dashboards inherit permissions from which folders.
Step 3. Analyze user access through folder permission inheritance.
Cross-reference folder permissions with user assignments to calculate effective dashboard access. Identify permission gaps or excessive access rights through folder security settings.
Step 4. Set up automated folder security auditing.
Schedule imports to maintain current folder permission data. Use spreadsheet filtering for specific folders or security levels, with conditional formatting highlighting security violations or inconsistencies.
Step 5. Create compliance reporting through permission matrices.
Build user-dashboard access matrices based on folder permissions. Analyze security levels (Private, Public Read Only, Public Read/Write) and track historical permissions through Coefficient snapshots.
Get comprehensive folder-based security auditing
Salesforce’sStart auditingThis includes dynamic filtering by folder access type, Slack/email alerts for folder permission changes, and export capabilities for compliance documentation that’s impossible throughnative folder navigation.your folder-based dashboard security today.
