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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.”
Native Salesforce Permission Set Groups don’t provide comprehensive cumulative reporting by profile. While they show effective permissions in the interface, generating detailed reports requires additional analysis that goes beyond the standard functionality.
Here’s how to create comprehensive cumulative access reporting that shows the combined impact of profiles, permission sets, and permission set groups.
Calculate cumulative permissions across all sources using Coefficient
CoefficientSalesforceSalesforcecan handle the complex data relationships needed for Permission Set Group analysis. You can join PermissionSetAssignment, PermissionSet, and PermissionSetGroup objects fromto calculate cumulative access that the native interface cannot report comprehensively inspreadsheets.
How to make it work
Step 1. Import all permission sources with complex SOQL joins.
SELECT AssigneeId, Assignee.Profile.Name, PermissionSet.Name, PermissionSetGroup.DeveloperName FROM PermissionSetAssignment Query multiple permission objects:. This captures all permission assignments including profiles, permission sets, and permission set groups.
Step 2. Pull object permissions from all permission sources.
Import ObjectPermissions data for profiles, individual permission sets, and permission set group components. Use separate queries for each source, then combine the data to calculate effective permissions using OR logic.
Step 3. Calculate effective permissions with formula auto-fill.
Use Coefficient’s formula auto-fill feature to calculate cumulative access. Create formulas that apply OR logic across all permission sources – if any source grants edit permission, the effective permission is edit access.
Step 4. Generate cumulative access matrices by profile.
Create summary reports showing final object access by profile after combining all permission sources. This provides the comprehensive cumulative view that Permission Set Groups’ native interface cannot deliver efficiently.
Step 5. Compare Permission Set Group effectiveness.
Analyze which Permission Set Groups are actually contributing permissions versus those that are redundant with existing profile permissions. This helps optimize your permission set group strategy.
Step 6. Set up automated monitoring for permission changes.
Schedule refreshes to track when permission assignments change across any source. This creates ongoing visibility into how Permission Set Group assignments affect overall access rights.
Master complex permission analysis
Start analyzingComprehensive cumulative permission reporting reveals the true security impact of your Permission Set Group strategy beyond what native interfaces can show.effective permissions across all sources.
