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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.”
Invalid report definition errors in Salesforce dashboards happen when field-level security restrictions prevent some users from accessing fields in the underlying report. While reports hide restricted fields dynamically, dashboard components perform blanket validation requiring universal field access.
This creates an inherent conflict between Salesforce’s security model and dashboard validation that you can resolve by operating outside the dashboard framework entirely.
Resolve field-level security limitations using Coefficient
CoefficientThe core issue is that dashboard component validation doesn’t account for runtime permission filtering.eliminates this architectural limitation by connecting directly to Salesforce’s API, bypassing dashboard validation while preserving your existing security model.
You maintain field-level security integrity while getting the dashboard functionality that validation errors prevent, plus enhanced flexibility for security-aware data management.
How to make it work
Step 1. Import your restricted report using Coefficient’s direct Salesforce integration.
Connect to your Salesforce org and import the report that’s causing invalid definition errors. Coefficient bypasses dashboard validation entirely by connecting through the API rather than the dashboard component framework.
Step 2. Create security-compliant data views with field-level controls.
Import sensitive fields to restricted sheets with limited sharing permissions. Import public fields to broadly shared sheets. This maintains your field-level security boundaries without causing validation conflicts.
Step 3. Set up live data synchronization with automated refreshes.
Configure refresh schedules from hourly to monthly based on data sensitivity levels. Sensitive financial data might refresh daily while public contact information updates hourly. All security boundaries remain intact during synchronization.
Step 4. Implement security-aware filtering and calculations.
Use Coefficient’s advanced filtering to create dynamic views based on user security levels. Add formula auto-fill for calculations that respect field-level boundaries and automatically extend to new data during refreshes.
Step 5. Configure differential refresh schedules based on data sensitivity.
Set up different update frequencies for different security levels. Highly sensitive data might refresh weekly with manual approval, while general pipeline data updates automatically every hour. This maintains security while ensuring data currency.
Maintain security while enabling dashboard functionality
Get started with CoefficientThis approach preserves your field-level security model while eliminating the validation barriers that cause invalid report definition errors. You get reliable dashboard functionality without compromising data protection requirements.to resolve field-level security conflicts.
