)
Written by
Table of Contents
“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.”
The “permission error” for opportunity product custom checkboxes during inline editing is typically not a true permissions issue but rather a manifestation of Salesforce report limitations that present as permission errors.
Even users with full field edit access encounter these errors when attempting to inline edit checkbox fields on Opportunity Product objects through reports. Here’s how to create a permissions-compliant solution that distinguishes between actual permissions and platform limitations.
Create a permissions-compliant solution with Coefficient
You can work within your existing security model while enabling checkbox editing functionality. This approach provides clarity on whether you’re dealing with actual field permissions or Salesforce’s inline editing restrictions.
How to make it work
Step 1. Inherit your Salesforce permissions.
Since Coefficient inherits your Salesforce user permissions, any fields you can access in Salesforce can be imported and edited through the Coefficient workflow. This ensures compliance with your existing security model.
Step 2. Import accessible custom checkbox fields.
Create an import of Opportunity Product records including your custom checkbox fields. Coefficient will only import fields you have access to, eliminating true permission restrictions from the editing process.
Step 3. Edit without permission errors.
In Google Sheets, edit checkbox values without encountering the “permission errors” that appear in Salesforce reports. These errors don’t exist in the spreadsheet environment, allowing unrestricted editing of authorized fields.
Step 4. Validate permissions before export.
Use Coefficient’s field mapping and preview functionality to identify any actual permission restrictions before attempting updates. This distinguishes between true permission limitations and Salesforce’s inline editing restrictions.
Step 5. Monitor export for real permission issues.
If actual permission restrictions exist, Coefficient’s results tracking will identify which fields can’t be updated, providing clarity on your true field permissions versus platform limitations.
Clarify permissions and enable editing
Don’t let confusing permission errors prevent your opportunity product checkbox editing. This approach distinguishes between real permissions and platform limitations while enabling the functionality you need. Build your permissions-compliant editing workflow today.
