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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 “request access” loop occurs when Salesforce dashboard sharing settings don’t properly cascade to underlying data sources. This creates a frustrating experience where the dashboard appears shared but authentication barriers remain, forcing users into endless access request cycles.
Here’s how to eliminate this access request workflow by removing Salesforce from the sharing equation entirely.
Create clean data sharing paths using Coefficient
Coefficient bypasses Salesforce’s permission cascade failures by creating direct data connections that eliminate authentication loops completely. Recipients get immediate access without login barriers or session management issues.
How to make it work
Step 1. Import dashboard source data using “From Existing Report.”
Connect Coefficient to your Salesforce org and import the reports powering your dashboard. For dashboards with multiple data sources, use separate imports or Custom SOQL queries to combine data into a single view.
Step 2. Configure refresh schedules matching your dashboard update frequency.
Set up automated refresh schedules (hourly, daily, or weekly) to keep data current. Use Coefficient’s filtering capabilities to replicate any dashboard-level data restrictions without permission dependencies.
Step 3. Set up notifications for data updates.
Implement Coefficient’s Slack and Email Alerts to notify users when data updates occur. This keeps recipients informed without requiring them to check dashboard access or request permissions.
Step 4. Share with standard Google or Microsoft permissions.
Share the resulting spreadsheet using native Google Sheets or Excel permissions. Recipients get immediate access without authentication barriers, Salesforce login requirements, or session dependencies.
Provide immediate access without authentication barriers
This approach transforms the unreliable “request access” experience into straightforward data sharing with predictable, immediate access for all intended recipients. Start using Coefficient to eliminate access request loops permanently.
