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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 report protection mechanisms are limited to folder-level permissions, making it challenging to protect individual source reports while enabling user duplication. The platform lacks report-level protection that preserves duplication capabilities.
You can achieve comprehensive source report protection while enabling full duplication functionality through Google Sheets integration with live Salesforce data.
Implement comprehensive source report protection using Coefficient
Coefficient provides comprehensive source report protection through Google Sheets. You can create protected source reports with “View Only” permissions while enabling duplication via “Make a Copy,” and duplicated reports maintain live Salesforce data connections automatically.
How to make it work
Step 1. Create protected source reports in Google Sheets.
Build your source reports in Google Sheets using Coefficient to import Salesforce data from any objects or reports. Apply “View Only” permissions to prevent any modifications to the original.
Step 2. Enable duplication functionality.
Configure Google Sheets sharing to allow copying by enabling “Viewers can copy.” Users duplicate reports via “File > Make a Copy” and duplicated reports inherit Coefficient’s Salesforce connection automatically.
Step 3. Implement multi-layer protection.
Lock specific ranges within source reports using Google Sheets protection features. Set up Coefficient snapshots to create regular backups of source reports and configure admin-only edit access for source report modifications.
Step 4. Maintain data integrity in duplicated reports.
Duplicated reports maintain connection to live Salesforce data through inherited Coefficient imports, ensuring accuracy without compromise to source report security. Set up automated refresh schedules for consistent data updates.
Step 5. Set up version control for source reports.
Use Coefficient’s scheduling features to update source reports automatically while user duplicates remain independent and customizable. This maintains consistency across your reporting infrastructure.
Secure your reporting infrastructure
This creates a robust protection framework where source reports remain completely secure while users enjoy full duplication and customization capabilities with current Salesforce data. Build your protected reporting system today.
