How to resolve field permission conflicts in Salesforce dashboard components for multiple user groups

Field permission conflicts in Salesforce dashboard components happen because the platform requires every field to be accessible to every potential viewer. This “all or nothing” model breaks down when you have multiple user groups with different permission sets.

Here’s how to create flexible multi-group dashboards that respect different permission levels without the validation headaches.

Create permission-aware dashboards using Coefficient

CoefficientNative Salesforce solutions force you to create separate reports and dashboards for each group, remove restricted fields entirely, or compromise your security model.provides a better approach by leveraging spreadsheet permission controls instead of fighting Salesforce’s validation system.

You can import your full Salesforce report once, then create different views for each user group while maintaining automated data synchronization across all permission levels.

How to make it work

Step 1. Create a master import from your Salesforce report with full field access.

Import your complete dataset using Coefficient’s “From Existing Report” feature. This gives you access to all fields regardless of the permission conflicts that prevent dashboard components from working.

Step 2. Set up separate sheet tabs for each user group.

Create tabs like “Sales_Managers,” “Sales_Reps,” and “Executive_Team.” Each tab pulls different field combinations based on what that group should see. Use Coefficient’s filtering to show only permitted fields on each tab.

Step 3. Configure automated refreshes to keep all groups synchronized.

Schedule regular data updates so every user group stays current with live Salesforce information. Set different refresh frequencies based on each group’s needs – hourly for active sales teams, daily for executives.

Step 4. Apply granular sharing controls at the spreadsheet level.

Use Google Sheets or Excel sharing settings to grant each group access only to their designated tab. This eliminates permission set conflicts since field visibility is controlled in the spreadsheet, not Salesforce.

Step 5. Add role-specific calculations and conditional formatting.

Create formulas that auto-fill with new data and highlight information relevant to each group. For example, sales reps see pipeline metrics while managers see commission calculations and executives see profitability analysis.

Eliminate permission conflicts for good

Get started with CoefficientThis approach gives you the multi-group dashboard functionality you need without the architectural limitations of Salesforce’s validation system. Each group gets appropriate data access while you maintain a single source of truth.to build permission-aware dashboards that actually work.