Manually checking each profile for edit permissions on specific objects is time-consuming and error-prone. What you need is an automated way to export all profiles with edit access to your target objects in one comprehensive report.
This guide shows you how to use custom SOQL queries to extract profile permissions data and create automated reports that update themselves.
Export profile permissions automatically using Coefficient
SalesforceCoefficientSalesforceWhilerequires manual profile-by-profile checking,lets you query ObjectPermissions metadata directly. You can write custom SOQL queries that join Profile and ObjectPermissions objects, then import the results intofor analysis.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient in Google Sheets or Excel, then authorize your Salesforce connection. Make sure your org has API permissions for metadata objects – this determines whether you can directly query ObjectPermissions.
Step 2. Create a custom SOQL query for profile permissions.
SELECT Parent.Profile.Name, SobjectType, PermissionsEdit FROM ObjectPermissions WHERE PermissionsEdit = true In Coefficient, select “Custom SOQL Query” and write a query like:. This pulls all profiles with edit access across your objects.
Step 3. Filter for specific objects and profiles.
Add filters to focus on your target objects using AND logic. For custom objects, filter where SobjectType ends with ‘__c’. You can also exclude system administrator profiles if you only want to audit standard user permissions.
Step 4. Set up automated refreshes and alerts.
Schedule your import to refresh daily or weekly so you always have current permission data. Set up Slack or email alerts to notify you when permission changes occur on critical objects.
Step 5. Create permission tracking snapshots.
Use Coefficient’s snapshot feature to save monthly permission states for compliance auditing. This gives you historical data showing how object permissions evolved over time.
Stop manual permission audits for good
Get startedAutomated profile permission reporting eliminates the tedious work of individual profile checking while giving you comprehensive visibility into your object security.with Coefficient to transform your permission auditing workflow.