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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.”
Folder-level sharing doesn’t directly control Private Reports visibility. Instead, it determines whether reports appear in Private Reports or Public Reports based on the scope of sharing. Reports remain in Private Reports even when folders are shared, unless sharing extends to organization-wide groups.
This complex system often frustrates teams trying to collaborate on reports. Here’s how to create more straightforward report sharing workflows.
Simplify report visibility using Coefficient
CoefficientSalesforceprovides a more straightforward solution for report visibility challenges by enabling direct report import and automated sharing workflows that bypassfolder permission complexities.
How to make it work
Step 1. Import reports regardless of folder permissions.
SalesforceConnectand pull any report data directly to Google Sheets or Excel, regardless of folder permissions or Private Reports restrictions. This eliminates visibility classification issues entirely.
Step 2. Set up automated sharing workflows.
Create Slack and Email Alerts that distribute report insights without requiring recipients to navigate Salesforce permissions. Configure alerts to trigger on schedule, new data, or value changes.
Step 3. Enable collaborative spreadsheet access.
Allow team members to work with live Salesforce data through familiar Google Sheets or Excel interfaces. Multiple users can collaborate simultaneously with granular access controls.
Step 4. Schedule automatic distribution.
Set up scheduled refreshes and distribution that automatically share updated report data with stakeholders. This bypasses complex folder-level sharing requirements entirely.
Transform confusing permissions into clear collaboration
Start simplifyingThis eliminates the confusion around Lightning Experience report sharing while providing more effective collaboration tools than native Salesforce folder permissions.your report sharing workflows with Coefficient.
