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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.”
Salesforce’s native reporting cannot create cross-tab permission matrices showing all profiles versus all objects with their CRUD permissions. You need a solution that transforms permission data into comprehensive visual matrices.
This guide shows you how to pull permission data and automatically generate matrix reports that update themselves and highlight security risks.
Create automated permission matrices using Coefficient
CoefficientSalesforceSalesforceexcels at transforming importeddata into comprehensive matrix reports. You can pull Profile and ObjectPermissions data, then automatically generate pivot tables showing Profiles versus Objects with all CRUD permissions inspreadsheets.
How to make it work
Step 1. Import permission data with custom SOQL.
SELECT Parent.Profile.Name, SobjectType, PermissionsCreate, PermissionsRead, PermissionsEdit, PermissionsDelete FROM ObjectPermissions Create a custom SOQL query:. This pulls all permission combinations across your org for matrix generation.
Step 2. Transform data into pivot table matrices.
Use the imported data to create pivot tables with Profiles as rows and Objects as columns. Show permission levels (Create, Read, Edit, Delete) as values, creating a comprehensive cross-reference matrix that’s impossible with native Salesforce reports.
Step 3. Apply conditional formatting for risk visualization.
Add color coding to highlight different permission levels – red for high-risk permissions like Delete, yellow for Edit, green for Read-only. This makes security anomalies jump out immediately during reviews.
Step 4. Set up automated matrix updates.
Schedule refreshes to keep your permission matrices current without manual work. Set daily or weekly updates so your security team always sees the latest permission state across all profiles and objects.
Step 5. Create historical permission snapshots.
Use Coefficient’s snapshot feature to save monthly permission matrix states. This creates compliance audit trails showing how permissions evolved and helps identify when security changes occurred.
Step 6. Build cross-org comparison matrices.
If you manage multiple Salesforce orgs, create consolidated permission matrices comparing permission models across different environments for consistency auditing.
Transform permission analysis forever
Start creatingAutomated permission matrices eliminate manual security auditing while providing visual insights that native Salesforce simply cannot deliver.comprehensive permission reporting that scales with your security needs.
