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Salesforce provides no direct export functionality for report folder sharing rules and profile assignments, requiring manual compilation from multiple Setup areas with no consolidated view available.
Here’s how to automate this entire export process through comprehensive SOQL queries and built-in CSV export capabilities.
Export comprehensive sharing rules automatically using Coefficient
Coefficientautomates this entire export process with comprehensive SOQL queries targeting all permission-related objects. You get single-click CSV export, automated scheduling for regular permission backups, and cross-referencing between sharing rules and profile assignments.
How to make it work
Step 1. Set up automated data extraction for sharing rules.
SalesforceConnect toand create a consolidated folder sharing rules export:
Step 2. Import profile assignment mappings.
Get user-profile relationships:. This creates the cross-reference between sharing rules and profile assignments in your unified export.
Step 3. Use Coefficient’s join capabilities for unified data.
Link sharing rules with user/profile data using VLOOKUP formulas (auto-filled by Coefficient). This creates a comprehensive dataset showing sharing rules alongside user and profile information.
Step 4. Apply filtering for specific export requirements.
Use dynamic filtering for specific folders, profiles, or date ranges. Apply conditional formatting to highlight different sharing rule types or access levels before export.
Step 5. Schedule automated exports and CSV downloads.
Set up scheduled refreshes for current data and use your spreadsheet’s native CSV export functionality for immediate download. Configure automated snapshots for historical permission tracking.
Get complete sharing rule export automation
SalesforceStart exportingThis provides complete sharing rule and profile assignment export automation thatcannot achieve natively, with scheduled backups and compliance documentation.your sharing rules automatically today.
