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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.”
PowerShell scripts for auditing Salesforce report permissions require custom development and ongoing maintenance, especially with Salesforce’s complex permission inheritance across profiles, permission sets, and sharing rules.
Here’s a no-code alternative that provides superior ongoing functionality without the scripting complexity.
Audit report permissions without PowerShell using Coefficient
Coefficientoffers a no-code alternative for report access permission auditing. You get built-in error handling, API limit management, automated scheduling without server infrastructure, and real-time collaboration through spreadsheets.
How to make it work
Step 1. Create custom SOQL queries for permission analysis.
SalesforceConnect toand target Profile, PermissionSet, and FolderShare objects with queries like:
Step 2. Build permission matrices showing profile-to-report relationships.
Import folder sharing data with:. Cross-reference this with profile assignments to see effective permissions.
Step 3. Use dynamic filtering to analyze specific profiles or report types.
Apply Coefficient’s filtering capabilities to examine particular profiles, permission levels, or report categories. Use conditional formatting to highlight permission conflicts or security violations.
Step 4. Schedule automated refreshes and set up alerts.
Configure hourly, daily, or weekly refreshes to maintain current audit data. Set up Slack or email alerts for permission changes affecting critical reports or profiles.
Get comprehensive permission auditing without script maintenance
Start auditingThis eliminates PowerShell script development while providing more comprehensive, accessible permission auditing capabilities than custom scripting.your report permissions automatically today.
