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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.”
The “source report definition is invalid” error with different field access occurs because Salesforce dashboard components cannot accommodate varying permission levels among users. When users have different field access through permission sets, component validation fails if any user lacks access to any field.
This represents a fundamental mismatch between report flexibility and dashboard rigidity that requires handling data access outside Salesforce’s validation constraints.
Handle mixed field access scenarios using Coefficient
CoefficientSalesforce reports dynamically hide fields based on user permissions, but dashboard components validate universal field access upfront.resolves this by providing flexible data access management that accommodates different permission levels without validation conflicts.
You can create appropriate data views for each access level while maintaining centralized data management and automated synchronization.
How to make it work
Step 1. Import your complete dataset using Coefficient’s comprehensive API access.
Create a centralized data import from your Salesforce report that’s causing validation errors. Coefficient accesses the full dataset regardless of the field access conflicts that prevent dashboard components from working.
Step 2. Create user-group segregation with separate data views.
Set up filtered views for different field access levels – read-only users get basic fields with view-only sharing, edit users get editable fields with collaborative access, admin users get full field access with export capabilities back to Salesforce.
Step 3. Implement automated permission-aware distribution.
Configure scheduled refreshes for each access group based on their data sensitivity and update requirements. Executive users might get aggregated daily summaries while operational users get hourly detailed updates.
Step 4. Set up role-based calculations with formula auto-fill.
Create different calculation sets for each access group that automatically extend to new rows during refreshes. Sales reps see pipeline metrics, managers see commission calculations, executives see profitability analysis – all from the same source data.
Step 5. Configure flexible sharing controls matching Salesforce access patterns.
Use spreadsheet permissions to mirror your Salesforce field access structure. This maintains security compliance while eliminating the validation barriers that cause source report definition errors.
Resolve field access conflicts effectively
Start handlingThis approach eliminates source report definition errors by removing dependency on Salesforce’s dashboard validation while maintaining appropriate field access controls for users with different permission levels. You get reliable dashboard functionality without compromising security.mixed field access scenarios effectively.
