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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’s permission inheritance complexity makes it nearly impossible to identify effective permissions through native interfaces, as permissions can come from profiles, permission sets, sharing rules, and role hierarchies.
Here’s how to get comprehensive inherited permission analysis through multi-object SOQL queries and spreadsheet analysis.
Analyze inherited permissions across all sources using Coefficient
Coefficientprovides comprehensive inherited permission analysis by querying multiple permission sources simultaneously. You can calculate effective permissions across inheritance layers and create filtered views showing accessible reports with permission source attribution.
How to make it work
Step 1. Query profile permissions for the specific profile.
SalesforceConnect toand use:. Replace ‘specific_profile’ with your target profile name.
Step 2. Get permission set assignments for users with that profile.
Import permission set data:. This shows additional permissions beyond the base profile.
Step 3. Query folder sharing permissions.
Get folder-level access:. This captures sharing rule permissions that might grant access beyond profile settings.
Step 4. Calculate effective permissions using spreadsheet formulas.
Use Coefficient’s formula auto-fill to calculate effective permissions across all inheritance sources. Create IF/OR formulas to determine the highest permission level and VLOOKUP combinations to cross-reference user assignments.
Get complete visibility into inherited permissions
Salesforce’sStart analyzingThis provides complete visibility into inherited permissions that’s impossible to achieve throughnative interface, eliminating hours of manual permission checking.your inherited permissions today.
