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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.”
Permission issues affecting Salesforce report subscriptions after platform updates can be complex to resolve and may require extensive admin intervention. These permission matrix complications often take weeks to troubleshoot while your team goes without critical automated reports.
Here’s a streamlined alternative that bypasses permission complications and gets your automated reporting working immediately.
Bypass complex permission issues with simplified report automation using Coefficient
CoefficientSalesforceSalesforceoffers a streamlined solution that circumvents many permission-related complications with nativesubscriptions. Since Coefficient connects directly tousing your existing user permissions and API access, it often bypasses the permission matrix issues that break native report subscriptions after platform updates.
How to make it work
Step 1. Authenticate with your existing Salesforce permissions.
Connect Coefficient to your Salesforce org using your current credentials. The system automatically uses your existing permission levels, meaning if you can view a report in Salesforce, you can typically import it through Coefficient. This eliminates the need to troubleshoot complex subscription permission matrices.
Step 2. Import reports using automatic permission handling.
Use the “From Existing Report” feature to pull in any report you have access to. Coefficient accesses Salesforce data through standard API calls based on your user permissions, automatically handling the permission validation that often breaks in native subscriptions after updates.
Step 3. Set up automated refreshes with simplified permission management.
Configure refresh schedules for your imported reports without worrying about subscription permission settings. The data refresh uses your authenticated connection, so permission handling is automatic and doesn’t rely on Salesforce’s internal permission systems that may have been disrupted by the update.
Step 4. Configure independent email delivery.
Set up email alerts that don’t depend on Salesforce’s permission-dependent email systems. These notifications route through Google Sheets or Excel’s email infrastructure, completely bypassing the permission complications that affect native Salesforce email subscriptions.
Simplify your report automation
Get startedThis approach eliminates complex permission troubleshooting while providing reliable automated reporting based on your existing access levels.with simplified report automation that works with your current permissions.
