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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.”
Salesforce doesn’t provide a consolidated view for bulk report folder permissions export, forcing admins to manually navigate through Setup > Sharing Settings for each folder individually.
Here’s how to automate the entire process using custom SOQL queries that extract permission data directly into your spreadsheet.
Extract all report folder permissions automatically using Coefficient
Coefficientsolves this by leveraging custom SOQL queries to target permission objects like FolderShare, Report, and UserRole. This creates comprehensive permission matrices without the manual clicking through hundreds of user profiles.
How to make it work
Step 1. Connect to Salesforce and set up your permission query.
SalesforceIn Coefficient, choose “Custom SOQL Query” and connect to yourorg. Use this query to get folder-level permissions:
Step 2. Add user and profile details with a second query.
Create another import to get user information:. This lets you cross-reference permission assignments with actual user details and profile assignments.
Step 3. Build your permission matrix using spreadsheet formulas.
Use VLOOKUP formulas (auto-filled by Coefficient) to match UserOrGroupId from the permissions data with actual user names and profiles. Apply conditional formatting to visualize different access levels like Read, Edit, and Manage.
Step 4. Schedule automated refreshes for ongoing monitoring.
Set up hourly, daily, or weekly refresh schedules to maintain current permission data. Add Slack or email alerts to notify you when permission changes occur across your report folders.
Get centralized permission auditing that updates automatically
Start buildingThis approach eliminates manual permission checking and provides a schedulable audit solution that maintains current data automatically.your automated permission matrix today.
