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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 grant specific users access to Salesforce data in Google Sheets without sharing your login credentials by using a team workspace that separates authentication from user permissions.
Here’s how to set up secure, granular access control that keeps your credentials protected while enabling team collaboration.
Set up secure multi-user access using Coefficient
Native Google Sheets Salesforce connectors force you to either share your credentials or give users direct API access to your entire Salesforce org. Coefficient solves this by acting as a secure intermediary layer between your Salesforce authentication and team member access.
How to make it work
Step 1. Create a team workspace with centralized authentication.
Connect your Salesforce account to Coefficient once as the admin. This establishes the primary authentication that all team members will use without ever seeing your credentials. Your login information stays completely private while enabling shared data access.
Step 2. Invite team members with specific permission levels.
Add users to your workspace and assign them roles like view-only, refresh-only, or full edit access. Each person gets exactly the permissions they need without any access to your Salesforce login or broader org data.
Step 3. Control access at the report level.
Set up separate imports for different Salesforce reports and assign access permissions per import. For example, give your sales team access to opportunity reports while restricting executive dashboard access to leadership only.
Step 4. Enable automatic refreshes to minimize manual access needs.
Schedule hourly, daily, or weekly data refreshes so team members always see current information without needing to manually refresh or interact with the Salesforce connection. All refresh activities use your original authentication automatically.
Keep your data secure and accessible
This approach gives you complete control over who sees what Salesforce data while keeping your credentials secure. Team members can collaborate on analysis and reporting without authentication barriers. Try Coefficient to set up secure team access today.
