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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.”
When users can see shared dashboards in their list but get errors trying to open them, it indicates metadata-level sharing success but data-level access failure. Users have permission to see the dashboard exists but lack rights to view its contents—a common Salesforce sharing limitation.
Here’s how to separate data availability from Salesforce’s complex permission matrix to provide consistent viewing experiences.
Provide actual data access using Coefficient
Coefficient resolves this disconnect by replacing Salesforce’s multi-layered security with straightforward spreadsheet sharing. This eliminates the gap between dashboard visibility and content access.
How to make it work
Step 1. Import underlying reports using “Import from Objects & Fields.”
Access raw data without inheriting original report restrictions. Select specific fields from your Salesforce objects to recreate dashboard content without permission dependencies.
Step 2. Apply dynamic filtering to maintain data segmentation.
Use Coefficient’s filtering capabilities to replicate any necessary data restrictions from your original dashboard. This maintains appropriate data visibility without complex permission configurations.
Step 3. Set up scheduled refreshes for current data.
Configure automated refresh schedules to keep data current without requiring user intervention. Use Coefficient’s Snapshots feature for historical trending that dashboards often provide.
Step 4. Create multi-widget layout using separate tabs.
Set up multiple imports on separate spreadsheet tabs to replicate your dashboard’s multi-widget layout. Use Coefficient’s Alert functionality to notify users of significant data changes.
Get reliable data viewing instead of empty promises
This approach provides users with actual data access instead of the frustrating “visible but inaccessible” experience common with Salesforce dashboard sharing failures. Try Coefficient to deliver data that users can actually see and use.
