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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.”
With native Google Sheets connectors, granting editor access typically does give users Salesforce connector permissions, which creates significant security risks by exposing authentication and allowing unauthorized data access.
Here’s how to separate Google Sheets editing permissions from Salesforce data access to maintain security while enabling collaboration.
Separate sheet editing from data access using Coefficient
Native connectors create security problems because editor access often grants users the ability to refresh, modify, or reconfigure Salesforce connections. Coefficient solves this by completely separating Google Sheets permissions from Salesforce data access controls.
How to make it work
Step 1. Grant Google Sheets editor access for collaboration needs.
Give team members editor access to the Google Sheet so they can create formulas, add analysis, and collaborate on the spreadsheet itself. This enables full collaborative functionality without affecting data permissions.
Step 2. Set independent Coefficient permissions for data access.
Configure Coefficient permissions separately from Google Sheets sharing. Set most users to “View Only” or “Refresh Only” even when they have sheet editor access. Your Salesforce credentials remain completely protected regardless of sheet permissions.
Step 3. Reserve full data editing permissions for administrators only.
Only grant “Full Edit” Coefficient permissions to data administrators who need to modify import settings or manage connections. Regular users can edit the sheet while having restricted access to Salesforce data controls.
Step 4. Use scheduled refreshes to minimize manual refresh needs.
Set up automatic data refreshes so most users never need to manually refresh Salesforce data. This eliminates the need for broad refresh permissions while keeping data current.
Enable collaboration without compromising security
This approach gives you the best of both worlds: full collaborative editing capabilities in Google Sheets with strict control over Salesforce data access and connector permissions. Try Coefficient to implement secure permission separation today.
