)
Written by
Table of Contents
“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 Enhanced Folder Sharing can’t separate view and edit permissions on individual reports, making it impossible to create truly protected templates while still allowing user customization.
Here’s how to bypass these limitations and create protected report templates that automatically sync with your data.
Create protected report templates using Coefficient
SalesforceCoefficientSalesforceInstead of fighting withfolder permissions,lets you move your report templates to Google Sheets or Excel where you have complete control over who can edit what. Your templates stay current with automateddata syncing.
How to make it work
Step 1. Import your Salesforce report into a spreadsheet.
Open Coefficient in your spreadsheet and select “From Existing Report.” Choose the report you want to turn into a protected template. This pulls all your current data and formatting into the spreadsheet.
Step 2. Set up automatic data refresh.
Configure Coefficient to refresh your template automatically – hourly, daily, or weekly based on how often your data changes. This keeps your template current without any manual work.
Step 3. Share with view-only permissions.
Share your Google Sheet or Excel file with view-only permissions across your organization. Users can see the template and all current data but can’t modify the source.
Step 4. Enable copying for customization.
Users can copy the template to their personal drives where they can add formulas, change formatting, or create additional analysis without affecting your protected original.
Get better template control than native Salesforce
Try CoefficientThis approach completely sidesteps Salesforce’s permission inheritance issues while giving you superior template management.to create your first protected report template today.
