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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 complex permission inheritance through public groups and role hierarchies makes comprehensive access querying extremely difficult, as permissions can be inherited through multiple organizational layers with no consolidated query capability.
Here’s how to get automated queries that account for all inheritance sources through multi-object SOQL joins.
Query comprehensive access with inheritance using Coefficient
Coefficientprovides automated queries accounting for all inheritance sources through multi-object SOQL joins. You get complete visibility into effective permissions through public groups and role hierarchy inheritance tracking across organizational levels.
How to make it work
Step 1. Set up multi-object imports for all inheritance sources.
SalesforceConnect toand create comprehensive access queries:
Step 2. Import role hierarchy mapping.
Get organizational structure:. This shows role hierarchy relationships that affect permission inheritance.
Step 3. Get public group membership details.
Import group membership:. This resolves which users belong to which public groups that have folder access.
Step 4. Create spreadsheet analysis combining all inheritance sources.
Use VLOOKUP formulas (auto-filled by Coefficient) to resolve group memberships. Build nested IF statements for role hierarchy permission inheritance and apply dynamic filtering for specific folders, groups, or role combinations.
Step 5. Schedule automated updates for current membership data.
Set up automated scheduling to maintain current group and role membership data. This ensures your access analysis reflects organizational changes and group membership updates.
Get complete report folder access analysis
SalesforceStart queryingThis provides comprehensive report folder access analysis including allinheritance mechanisms that cannot be achieved through native querying capabilities.your complete folder access today.
