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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 lacks built-in user access reporting for dashboard folders, requiring manual compilation from multiple Setup areas with no cross-reference capability between users, profiles, and folder access.
Here’s how to create automated user access reports with comprehensive profile-based dashboard permissions analysis.
Create automated dashboard permission reports using Coefficient
Coefficientcreates automated user access reports with dynamic cross-referencing between users and dashboard folder permissions. You get profile-based grouping, real-time permission updates, and scheduled refresh capabilities.
How to make it work
Step 1. Import user-profile relationships.
SalesforceConnect toand import user data:. This creates the foundation for profile-based analysis.
Step 2. Import dashboard folder permissions.
Get folder permission data:. This shows who has access to which dashboard folders.
Step 3. Create user-permission matrices using spreadsheet functions.
Use VLOOKUP formulas (auto-filled by Coefficient) to create user-permission matrices. Cross-reference UserOrGroupId from permissions with actual user names and profiles from your user import.
Step 4. Apply profile-based grouping and filtering.
Use conditional formatting and filtering to analyze permissions by profile. Create pivot tables to group users by profile and show their dashboard folder access levels (Read, Edit, Manage).
Step 5. Schedule automated updates with alerts.
SalesforceSet up weekly refreshes with email alerts for permission changes. This maintains current user access reporting without manual compilation from multipleSetup screens.
Get ongoing automated user access reporting
Start buildingThis provides ongoing, automated user access reporting that’s impossible with native Salesforce functionality, organized by profile for easy analysis.your automated dashboard permission reports today.
