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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.”
Basic Salesforce connectors often bypass profile permissions through administrative API access or cached credentials, creating unauthorized data access, but they cannot override validation rules during data writes back to Salesforce.
Here’s how to prevent permission bypasses while properly handling validation rules through secure connector architecture.
Enforce profile permissions and validation rules using Coefficient
Coefficient prevents permission bypasses through user-level authentication that respects profile permissions, permission sets, and record-level security while properly enforcing all Salesforce validation rules during data exports.
How to make it work
Step 1. Configure user-level authentication for permission enforcement.
Set up each user to authenticate with their own Salesforce credentials rather than shared administrative access. Data imports are automatically limited to fields and records accessible to the user’s specific profile and permission sets.
Step 2. Enable record-level security compliance.
Configure imports to respect ownership, role hierarchy, and sharing rules during data retrieval. Users can only access records they would normally see in Salesforce, preventing privilege escalation through the connector.
Step 3. Set up validation rule enforcement for exports.
Configure scheduled exports to enforce all active validation rules before record updates. Use the preview functionality to identify validation issues before committing changes to Salesforce, preventing failed exports.
Step 4. Implement batch processing with error isolation.
Set up batch processing where failed records don’t block successful ones during exports. Configure detailed error reporting for validation failures so you can address issues without losing valid updates.
Step 5. Monitor governance controls during data operations.
Enable audit logging that tracks permission compliance and validation rule enforcement. Required fields, data type validations, workflow rules, and process builder flows all trigger normally during exports, maintaining data integrity.
Maintain Salesforce governance without compromising security
Permission bypasses create serious security risks while validation rule failures can disrupt your data workflows and compromise data integrity. Use Coefficient to enforce proper Salesforce governance controls while enabling secure spreadsheet-based data management.
