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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 sharing rules in Salesforce create ad-hoc permission assignments that are difficult to track and analyze in bulk, as they’re not centrally managed through profiles or permission sets with no historical tracking available.
Here’s how to get comprehensive bulk analysis of manual sharing permissions through automated SOQL queries and spreadsheet analysis.
Analyze manual sharing rules in bulk using Coefficient
Coefficientprovides comprehensive bulk analysis of manual sharing permissions through automated SOQL queries. You get security analysis features, automated monitoring, and bulk analysis insights that identify sharing patterns and potential vulnerabilities.
How to make it work
Step 1. Extract manual sharing rule data.
SalesforceConnect toand get manual sharing assignments:
Step 2. Resolve user and group information for sharing assignments.
Import user details:. This shows who’s receiving manual sharing permissions and their profile context.
Step 3. Create bulk analysis using spreadsheet capabilities.
Build pivot tables showing manual sharing patterns by user and report. Apply conditional formatting to identify excessive manual sharing and use filtering for specific sharing levels or inactive users.
Step 4. Perform security analysis on manual sharing patterns.
Identify manual sharing to external users or inappropriate access levels, reports with extensive manual sharing indicating potential security issues, and dormant manual sharing rules for inactive users or deleted reports.
Step 5. Set up automated monitoring for new manual sharing.
Schedule refreshes to track new manual sharing rules. Configure alerts for manual sharing to high-risk user groups and create historical comparison showing manual sharing growth trends.
Get comprehensive bulk manual sharing analysis
Salesforce’sStart analyzingThis provides insights into most frequently manually shared reports, users receiving excessive manual sharing permissions, and security violations through inappropriate manual sharing that’s impossible throughindividual record interface.your manual sharing rules in bulk today.
