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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 field-level security and report type customization have significant limitations when you need to hide specific fields, especially duplicate formula fields or sensitive data fields.
Here’s how to get granular control over field visibility without modifying Salesforce report types or affecting other users’ access.
Control field visibility with direct object imports using Coefficient
Coefficient offers a more flexible solution for field visibility management. Instead of hiding fields in Salesforce , you can import exactly the fields you want to see, effectively “hiding” unwanted duplicates or sensitive fields from your specific reports.
How to make it work
Step 1. Set up Coefficient with your Salesforce connection.
Install Coefficient in your spreadsheet application and authenticate with Salesforce. This gives you direct access to all objects and fields without report type restrictions.
Step 2. Use the “From Objects & Fields” import method.
Select this option to build ad-hoc reports with only your desired fields. You’ll see the extensive field selection interface where you can choose exactly which fields to include.
Step 3. Select only the fields you want visible.
Browse through the available fields and check only the ones you need. Skip duplicate formula fields, sensitive data, or any fields that clutter your reports. The unselected fields remain in Salesforce but won’t appear in your report.
Step 4. Create custom SOQL queries for advanced field control.
For complex scenarios, write custom SOQL queries that exclude specific fields entirely or apply advanced filtering logic to further refine which data appears.
Get the field control you actually need
This approach gives you granular control over field visibility without modifying Salesforce configuration or affecting other users. You can create clean, focused reports while maintaining full access to your data. Start building better field-controlled reports today.
