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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.”
You can restrict Salesforce report access per user in shared Google Sheets by setting up import-level permissions that control which specific reports each team member can view and refresh.
Here’s how to implement granular access control that ensures each user only sees the data relevant to their role.
Control report access with import-level permissions using Coefficient
Native Google Sheets sharing gives users access to all connected Salesforce data or none at all. Coefficient provides superior granular control by allowing you to set permissions for each individual Salesforce report or import.
How to make it work
Step 1. Create separate imports for different report types.
Set up individual imports for each Salesforce report you want to control access to. For example, create one import for opportunity reports, another for lead reports, and a third for executive dashboards.
Step 2. Assign role-based access to specific imports.
Give your sales team access only to opportunity and lead imports, marketing team access to campaign and lead source reports, and executive team access to all reports including forecast data. Each user sees only their assigned data sets.
Step 3. Set up dynamic filtering for additional data restrictions.
Use Coefficient’s filtering capabilities to automatically restrict data visibility based on user-specific criteria like territory, department, or role. This adds another layer of access control beyond report-level permissions.
Step 4. Configure different permission levels per user.
Assign viewer, editor, or admin roles to control not just what data users can see, but what actions they can take. Some users might only view data, while others can refresh specific reports or modify import settings.
Maintain security while enabling collaboration
This approach ensures data security by showing each user only the Salesforce information relevant to their role, while still enabling collaborative analysis within Google Sheets. The sheet owner maintains full control over access permissions. Set up granular report access control today.
