Permission conflicts between profile object permissions and folder sharing rules create complex access scenarios that Salesforce doesn’t highlight natively, potentially leading to unexpected access restrictions or security vulnerabilities.
Here’s how to identify these conflicts through automated permission comparison and conflict analysis.
Identify permission conflicts automatically using Coefficient
Coefficientidentifies permission conflicts through automated permission comparison and conflict analysis. You get scheduled refreshes identifying new conflicts, Slack/email alerts when conflicts are detected, and filtered views showing specific conflict types.
How to make it work
Step 1. Import profile permission analysis.
SalesforceConnect toand get profile permissions:
Step 2. Import folder sharing data for comparison.
Get folder permissions:. This provides the folder-level permissions to compare against profile settings.
Step 3. Create cross-reference analysis using spreadsheet formulas.
Use Coefficient’s formula auto-fill to create IF/THEN logic comparing profile permissions vs folder access levels. Apply conditional formatting highlighting permission conflicts and VLOOKUP functions cross-referencing user profiles with folder permissions.
Step 4. Set up conflict detection rules.
Create formulas to identify users with folder Edit access but profile Read-only permissions, profiles denying report access while folder sharing grants access, and permission set assignments conflicting with folder security models.
Step 5. Configure automated conflict reporting.
Schedule refreshes to identify new permission conflicts automatically. Set up alerts when conflicts are detected and create filtered views showing specific conflict types or affected users.
Get comprehensive permission conflict identification
Salesforce’sStart identifyingThis includes conflict resolution guidance with priority recommendations, impact analysis showing affected users and reports, and historical conflict tracking that’s impossible throughnative permission interface.your permission conflicts today.