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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.”
Salesforcelacks automatic user context restriction in standard reports. This typically requires manual filter setup, sharing rules, or dashboard parameters that break easily and require constant maintenance.
Here’s how to set up truly automatic user record restriction that works reliably across all Salesforce objects.
Set up automatic user record restriction with personalized imports using Coefficient
CoefficientSalesforceprovides automatic user-specific data restriction through personalized imports and dynamic filtering. Instead of manual filter configuration, you get reliable user record restriction that works across allobjects automatically.
How to make it work
Step 1. Create user-specific imports across all relevant objects.
Set up Coefficient imports that automatically filter by ownership, assignment, or any user-related field. Create separate imports for Tasks (filtered by OwnerId), Opportunities (filtered by OwnerId), and Leads (filtered by OwnerId), all pointing to a cell containing the specific user’s ID.
Step 2. Use dynamic filtering for automatic user switching.
Point all your user-related filters to a single master cell containing the current user’s ID. When you change the user ID in that cell, all imports automatically refresh to show only that user’s records across all objects.
Step 3. Enable automatic data maintenance.
Use Coefficient’s scheduled refresh feature with the “Append New Data” option to maintain historical tracking while automatically including new records. The Formula Auto Fill Down feature ensures any calculations automatically apply to new records as they’re added.
Get automatic user restriction that actually works
Set up automaticThis provides more granular and reliable user record restriction than Salesforce’s native report builder capabilities, with automatic maintenance and cross-object consistency.user-specific reporting today.
