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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.”
Managing Salesforce connector permissions during Google Sheets collaboration requires a layered approach that separates sheet access from data permissions while maintaining security and enabling teamwork.
Here’s how to set up comprehensive permission management that scales with your team collaboration needs.
Implement layered permission control using Coefficient
Native connectors make permission management complex and insecure during collaboration. Coefficient provides a comprehensive framework that separates Google Sheets permissions from Salesforce data access while enabling seamless teamwork.
How to make it work
Step 1. Create a team workspace with centralized authentication.
Set up a Coefficient team workspace where one admin handles Salesforce authentication. Invite collaborators with defined roles that control their data access independently of their Google Sheets permissions.
Step 2. Assign role-based access levels for different user types.
Configure Data Administrators with full import editing and user management capabilities. Give Data Analysts refresh permissions and formula editing access for assigned reports. Set Report Viewers to view-only access with no connector controls.
Step 3. Set up automated processes to minimize permission complexity.
Use scheduled refreshes to reduce manual refresh needs across the team. Configure Slack and email alerts for data updates so users know when information changes. Implement append-only imports for historical data tracking without affecting live data.
Step 4. Maintain security through centralized controls.
Conduct regular permission audits through Coefficient’s user management interface. Use centralized credential management with MFA support. Maintain the ability to revoke Coefficient access without affecting Google Sheets collaboration.
Scale secure collaboration effortlessly
This layered approach ensures seamless collaboration while maintaining strict control over Salesforce data access and connector permissions. Your team can work together effectively without compromising security. Start managing your team’s Salesforce permissions today.
