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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.”
Debugging user-specific dashboard visibility issues when role permissions match involves complex analysis of individual user cache, browser data, sharing rules, and field-level security that can be time-intensive and may not yield permanent solutions.
Here’s a more efficient alternative that eliminates the need for complex debugging while providing clear diagnostic information and a working solution.
Get transparent data access diagnostics with direct imports using Coefficient
CoefficientSalesforce’sSalesforceprovides a more efficient alternative by eliminating the need for complex debugging ofdashboard visibility system. Instead of troubleshooting why one user can’t see dashboards despite matching permissions, you can create equivalent data access using Coefficient’s straightforward import system that operates independently of Salesforce’s dashboard infrastructure. Using Coefficient’s “From Existing Report” or “From Objects & Fields” methods, you can quickly determine if the issue is data access (the import will fail) or dashboard-specific (the import succeeds but dashboard remains inaccessible). This provides clearer diagnostic information than traditionaltroubleshooting while simultaneously delivering a working solution that bypasses the visibility issues entirely.
How to make it work
Step 1. Set up Coefficient for diagnostic testing.
Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Connect to your Salesforce org using the affected user’s credentials or your admin credentials.
Step 2. Test data access with direct import.
In the Coefficient sidebar, select “Import from Salesforce” and try importing from the problematic dashboard’s source report. If the import succeeds, the issue is dashboard-specific rather than data access.
Step 3. Verify field-level access.
Use “From Objects & Fields” to see exactly which Salesforce data is accessible. This provides complete transparency into data permissions without complex diagnostic procedures.
Step 4. Create alternative data access.
Build equivalent reporting functionality using the successfully imported data. Apply filtering and formatting to match the original dashboard requirements.
Step 5. Set up reliable ongoing access.
Configure automatic refresh and share the spreadsheet with affected users. This provides consistent access while eliminating dashboard visibility dependencies.
Skip complex diagnostics and get working solutions
Start with CoefficientThis approach provides clearer diagnostic information than traditional Salesforce troubleshooting while delivering reliable spreadsheet-based reports with automatic refresh capabilities.to eliminate dashboard visibility debugging complexity.
