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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.”
With native Google Sheets connectors, view-only users cannot refresh Salesforce data, which means information becomes stale unless the sheet owner manually updates it or you implement automated refresh solutions.
Here’s how to ensure view-only users always have access to current Salesforce data without compromising sheet security.
Maintain fresh data for view-only users using Coefficient
Native connectors create limitations where view-only access prevents data refreshes, leaving users with outdated information. Coefficient provides flexible solutions that keep data current regardless of Google Sheets sharing permissions.
How to make it work
Step 1. Set up scheduled refreshes that work independently of sheet permissions.
Configure automatic refreshes (hourly, daily, or weekly) that update Salesforce data regardless of user permissions. View-only users always see current information without needing any refresh capabilities themselves.
Step 2. Grant selective refresh permissions through Coefficient.
Give specific users “refresh-only” permissions in Coefficient while maintaining their view-only Google Sheets access. They can refresh data through Coefficient’s sidebar without needing sheet editing permissions.
Step 3. Configure automated notifications for data updates.
Set up Slack and email alerts that notify view-only users when data refreshes complete or when specific changes occur. Users know exactly when new information is available without having to check manually.
Step 4. Implement data freshness indicators and historical tracking.
Use append new data features to maintain historical records while adding fresh information. Display “last updated” timestamps so view-only users can see data freshness at a glance.
Keep everyone informed with current data
This approach ensures view-only collaborators always have access to current Salesforce data without compromising sheet security or requiring manual intervention from administrators. Set up automated refresh solutions for your view-only users today.
