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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 checking of profile permissions across report folders requires hours of clicking through Setup > Profiles > Object Settings for each profile and folder combination, with no bulk view available.
Here’s how to automate this entire mapping process through scheduled SOQL queries and spreadsheet analysis.
Automate profile permission mapping using Coefficient
Coefficientautomates this entire mapping process with scheduled SOQL queries. You get bulk views of profile-folder relationships, permission inheritance tracking, and automated alerts for permission changes affecting critical folders.
How to make it work
Step 1. Schedule automated imports for permission objects.
SalesforceConnect toand set up scheduled imports targeting ObjectPermissions and FolderShare objects. Use:
Step 2. Create profile-folder permission matrices using SOQL joins.
Import folder sharing data:. This creates comprehensive profile-folder relationships in a single query.
Step 3. Use pivot tables for dynamic profile permission analysis.
Apply your spreadsheet’s pivot table functionality to examine specific profiles or folder combinations. Use Coefficient’s dynamic filtering to analyze permission patterns and identify security gaps.
Step 4. Set up automated monitoring and alerts.
Configure hourly or daily refresh scheduling to maintain current permission data. Add Slack or email notifications when profile permissions change, with historical permission tracking through Coefficient’s snapshot functionality.
Eliminate manual permission checking completely
SalesforceStart automatingThis automation includes formula auto-fill for calculating effective permissions and provides superior ongoing visibility compared to manualSetup navigation.your profile permission mapping today.
