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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.”
Salesforce’s external sharing limitations often prevent true public access despite “public link” settings. External users typically encounter authentication barriers or license requirements that contradict the intended public sharing behavior, making it nearly impossible to share data with stakeholders outside your organization.
Here’s how to provide genuine external sharing capabilities by leveraging spreadsheet platforms designed for public data distribution.
Enable true external access using Coefficient
Coefficient provides genuine external sharing capabilities by importing Salesforce data to spreadsheets that external users can access without any Salesforce licenses. This creates true public links with anonymous viewing capabilities.
How to make it work
Step 1. Import dashboard data using comprehensive object access.
Connect Coefficient to your Salesforce org and import the data powering your dashboard. Use “From Existing Report” or “Import from Objects & Fields” to access all necessary data without external user restrictions.
Step 2. Configure automated refresh for current external data.
Set up refresh schedules to keep external users’ data current without requiring them to have Salesforce access. This maintains data accuracy for stakeholders outside your organization.
Step 3. Apply filtering to control external data visibility.
Use Coefficient’s filtering capabilities to control which data external users see. Create multiple imports or Custom SOQL queries to replicate complex dashboard functionality while maintaining appropriate data boundaries.
Step 4. Share using robust public link capabilities.
Use Google Sheets’ public sharing features or Excel’s sharing capabilities for genuine external access. Enable anonymous viewing without requiring recipient authentication or account creation.
Deliver true external data sharing that works
This approach provides license-free sharing with mobile-friendly data access through standard spreadsheet applications. External users get immediate access without authentication barriers or Salesforce dependencies. Start using Coefficient to enable external dashboard sharing that actually works for users outside your Salesforce environment.
