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Enhanced Folder Sharing’s additive permission model makes it impossible to restrict editing through native Salesforce folder permissions because any edit access from other sources overrides view-only settings.
Here’s a complete workaround that eliminates these permission inheritance conflicts while giving you better template control.
Move templates outside Salesforce using Coefficient
SalesforceCoefficientSalesforceThe most effective workaround is hosting your report templates externally while maintaining livedata connections.lets you create protected templates in Google Sheets or Excel that automatically refresh with currentdata, completely bypassing folder permission issues.
How to make it work
Step 1. Identify reports requiring protection.
Make a list of reports that need view-only access and import them into spreadsheets using Coefficient. Keep your original Salesforce reports in private folders accessible only to report creators.
Step 2. Set up automated refresh schedules.
Configure each template to automatically sync with Salesforce data based on your business needs. Daily refreshes work for most reports, but you can set hourly updates for rapidly changing data.
Step 3. Configure external sharing permissions.
Use Google Workspace or Office 365 permission systems to set precise access controls. These platforms offer much more granular permission management than Salesforce’s Enhanced Folder Sharing.
Step 4. Train users on the new access pattern.
Show users how to access templates through the external platform and copy them to personal workspaces for customization. This eliminates confusion about why they can’t edit shared reports.
Get enterprise-grade access control
Set upThis workaround provides true read-only access with superior permission granularity, better version control, and enhanced collaboration features beyond native Salesforce capabilities.your external template system today.
