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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 lacks programmatic methods to comprehensively list folder access across users, profiles, and inheritance sources without complex API development and custom coding for effective permission calculation.
Here’s how to get automated user listing for specific report folders through SOQL queries and spreadsheet analysis.
List folder access users automatically using Coefficient
Coefficientprovides automated user listing for specific report folders with no custom API development required. You get automated inheritance calculation across permission sources and real-time user access listing through scheduled refreshes.
How to make it work
Step 1. Set up direct folder access queries.
SalesforceConnect toand query specific folder access:
Step 2. Get inherited access through public groups.
Import group membership access:
Step 3. Analyze profile-based access through object permissions.
Import profile permissions and folder sharing data to identify users who have access through their profile settings combined with folder sharing rules.
Step 4. Consolidate all users with folder access in your spreadsheet.
Use spreadsheet functions to consolidate all users with folder access through any inheritance source. Apply filtering capabilities for specific access levels or user types.
Step 5. Schedule real-time user access listing.
Set up automated scheduling for real-time user access listing as permissions change. Add export functionality for integration with other systems.
Eliminate complex programmatic development
Start listingThis eliminates the need for complex programmatic development while providing superior folder access user listing capabilities compared to custom API solutions.your folder access users automatically today.
