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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.”
Dashboard component errors with permission set restricted fields occur because Salesforce validates universal field access across all viewers. When permission sets restrict certain fields for some users, the component fails validation even though the report works fine individually.
The solution is to extract your data outside Salesforce’s validation framework where you can control field visibility without permission conflicts.
Circumvent permission set validation using Coefficient
CoefficientSalesforce dashboard components can’t dynamically hide fields based on viewer permissions like reports can. Instead, they require all fields to be accessible to all potential viewers during component creation.solves this by connecting directly to Salesforce’s API, bypassing dashboard validation entirely.
This approach maintains data integrity and security while eliminating the technical barriers that cause dashboard component errors with restricted fields.
How to make it work
Step 1. Import your restricted report using Coefficient’s direct Salesforce connection.
Connect to your Salesforce org and import the report that’s causing dashboard component errors. Coefficient accesses this data through the API, avoiding the validation issues that prevent dashboard components from working.
Step 2. Create permission-aware data views using separate sheets.
Set up different sheets for different permission levels. Import sensitive fields to restricted sheets with limited sharing, and public fields to broadly shared sheets. This respects your permission structure without validation conflicts.
Step 3. Set up automated data refreshes to maintain current information.
Configure scheduled refreshes from hourly to monthly based on your data sensitivity and update requirements. All permission levels stay synchronized with live Salesforce data without manual intervention.
Step 4. Implement dynamic filtering for user group management.
Use Coefficient’s filtering capabilities to point to cells containing user group identifiers. This creates user-specific views without editing import settings each time you need to adjust permissions.
Step 5. Add security-compliant calculations with formula auto-fill.
Create formulas that respect field-level boundaries and automatically extend to new rows during refreshes. This gives you custom analytics while maintaining your existing security model.
Get your restricted data working in dashboards
Try CoefficientThis solution preserves your field-level security while enabling the dashboard functionality that permission set restrictions prevent. You maintain compliance requirements and get the reporting capabilities you need.to bypass permission set validation issues.
