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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.”
Report permissions in Salesforce dashboards can create access issues when combining multiple data sources, as users need permissions to all underlying reports to view dashboard components properly.
Here’s how to work within your existing permission structure while enabling broader data visibility for your team.
Manage permissions effectively while expanding dashboard access using Coefficient
Coefficient respects and works within your existing Salesforce permissions while providing more flexible access management. The key advantage is that once data is imported into your spreadsheet (within your permission boundaries), you can create unified dashboards and share them with team members who may not have direct access to all the underlying Salesforce reports.
How to make it work
Step 1. Import reports within your permission boundaries.
Coefficient only allows import of reports and objects you already have access to in Salesforce. This maintains your existing permission structure without requiring additional Salesforce configuration or elevated access rights.
Step 2. Create unified dashboards from imported data.
Once your data is imported into the spreadsheet, build comprehensive dashboards that combine multiple report sources. These dashboards can then be shared with team members regardless of their individual Salesforce report permissions.
Step 3. Set up MFA support with reauthorization.
Configure MFA support with reauthorization capability for enhanced security. Coefficient supports both user-level and organization-level permissions based on your Salesforce setup, ensuring security compliance throughout the process.
Step 4. Enable automatic permission updates.
If permissions change in Salesforce, your Coefficient imports will automatically respect the new permission levels on the next refresh. This ensures ongoing security compliance without manual intervention or dashboard maintenance.
Step 5. Share dashboards while maintaining security.
Share your unified dashboards with stakeholders who need the insights but don’t have access to all underlying Salesforce reports. This enables broader data visibility while maintaining security compliance and respecting organizational permission structures.
Expand dashboard access without compromising security
Report permissions don’t have to limit your team’s access to critical insights. Start building unified dashboards that work within your security framework while enabling broader data visibility.
