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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 shared report functionality has a critical limitation: there’s no way to restrict edit access while preserving save-as capabilities. Users with folder access can typically both view and modify reports, creating risks for master template integrity.
Here’s how to separate these permissions by moving your shared reports to Google Sheets while maintaining live Salesforce data connections.
Separate edit and save-as permissions using Coefficient
Coefficient addresses this limitation by moving report sharing to Google Sheets. You can share master reports with “View” permissions only while enabling “Make a Copy” functionality, and copied reports retain live Salesforce data connections.
How to make it work
Step 1. Migrate your shared reports to Google Sheets.
Convert your Salesforce shared reports to Google Sheets using Coefficient imports. This maintains all your Salesforce data while gaining superior permission control over the original reports.
Step 2. Configure granular access control.
Share master reports with “View” permissions only and enable “Viewers and commenters can see the option to download, print, and copy.” Users can save copies via “Make a Copy” without edit access to originals.
Step 3. Set up enhanced save-as features.
Copied reports retain Coefficient’s Salesforce data connections and users can modify their copies without affecting the master. Configure automatic data refresh so copies stay current with Salesforce.
Step 4. Create bulk template sharing structure.
Build shared folders containing multiple report templates that users can browse and copy as needed. This scales your save-as functionality across teams.
Step 5. Enable advanced functionality in copied reports.
Copied reports inherit Coefficient features like filtered imports, scheduled refreshes, and formula auto-fill, providing users with more powerful reporting capabilities than native Salesforce.
Implement your permission-separated reporting system
This approach eliminates the edit-access bundling issue in Salesforce while providing users with full save-as functionality and enhanced reporting capabilities. Get started with your permission-separated reporting system today.
