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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.”
The “access denied” error happens when Salesforce dashboard sharing appears successful but underlying report permissions aren’t properly propagated. This creates a frustrating disconnect between folder permissions and actual data access rights.
Here’s how to bypass Salesforce’s restrictive permission layers and create reliable dashboard sharing that actually works.
Import dashboard data to spreadsheets using Coefficient
Coefficient eliminates permission conflicts by extracting your dashboard’s underlying report data directly into Google Sheets or Excel. This approach sidesteps Salesforce’s complex security model entirely, giving you control over who sees what data without navigating folder permissions or user role hierarchies.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Authorize the connection to your Salesforce org using your admin credentials to ensure full data access.
Step 2. Import your dashboard’s report data.
Use Coefficient’s “From Existing Report” feature to import any Salesforce report powering your dashboard. This pulls the raw data without inheriting the original report’s permission restrictions.
Step 3. Set up automated refresh schedules.
Configure hourly, daily, or weekly refresh schedules to keep your data current. Recipients always see up-to-date information without manual intervention or permission re-validation.
Step 4. Share using native spreadsheet permissions.
Share the resulting Google Sheet or Excel file using standard sharing permissions. These are far more reliable than Salesforce’s layered security model and work for external users without requiring Salesforce licenses.
Start sharing dashboards that actually work
This approach transforms dashboard sharing from a complex permission management challenge into simple spreadsheet sharing. Your recipients get immediate access to current data without authentication barriers. Try Coefficient to eliminate access denied errors for good.
