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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.”
Marketing Cloud enforces strict security restrictions on Excel attachments due to macro vulnerabilities, executable content risks, and email security policies that often flag .xlsx/.xls files as potential threats. These restrictions are necessary for security but limit legitimate business communication needs.
Here’s a security-compliant alternative that eliminates attachment-based security concerns while providing better data governance and access control than email attachments ever could.
Implement security-compliant data sharing that exceeds attachment protection using Coefficient
Coefficient provides a security-compliant alternative that eliminates attachment-based security concerns entirely. Recipients access data through secure Google Sheets links instead of downloading potentially risky files, while you maintain better control over data access and usage than email attachments allow.
How to make it work
Step 1. Eliminate file download security risks with secure link access.
Use Coefficient to sync Salesforce data to Google Sheets, then provide secure links instead of file attachments. Recipients access data through controlled web interfaces, eliminating executable file security risks that concern Marketing Cloud’s security policies.
Step 2. Configure controlled access with enterprise-grade sharing permissions.
Set up sharing permissions on Google Sheets for specific users or domains, providing better security than email attachments. You can control who accesses data, when they can access it, and revoke access if needed – capabilities that email attachments cannot provide.
Step 3. Implement audit trail capabilities for data governance.
Google Sheets maintains access logs that show who viewed your data and when, providing audit trails that email attachments cannot offer. This supports compliance requirements and data governance policies that static file sharing cannot match.
Step 4. Maintain data freshness to reduce decision-making risks.
Configure automatic data refresh through Coefficient to ensure recipients always access current Salesforce information. Live data reduces the risk of recipients using outdated information for business decisions, a common problem with static Excel attachments.
Exceed email attachment security standards
This approach satisfies Marketing Cloud’s security requirements while delivering superior functionality including enterprise security features like 2FA and SSO integration, controlled data governance through sheet permissions, and comprehensive audit trails for compliance. Implement secure data sharing that exceeds attachment protection standards.
