)
Written by
Table of Contents
“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 connectors, shared users typically need individual Salesforce licenses for data refresh capabilities, but you can eliminate this requirement through shared authentication models that use a single licensed user’s API access.
Here’s how to enable team collaboration on Salesforce data without requiring multiple licenses or API access for each user.
Eliminate individual licensing requirements using Coefficient
Native connectors often require each user to have individual Salesforce API access and potentially full licenses. Coefficient provides a cost-effective solution through shared authentication that dramatically reduces licensing requirements.
How to make it work
Step 1. Set up shared authentication with a single licensed user.
Designate one team member with a Salesforce license (Professional, Enterprise, or Unlimited edition) as the primary authenticator. All team members access Salesforce data through this shared workspace without needing individual licenses or API access.
Step 2. Enable unlimited team member access through workspace sharing.
Add unlimited team members to your Coefficient workspace who can view and refresh shared Salesforce data. All API calls and refresh activities occur under the primary authenticator’s license, eliminating additional licensing costs.
Step 3. Optimize API usage to stay within license limits.
Use scheduled refreshes to reduce manual API consumption. Implement batch processing that optimizes API call efficiency. Monitor API usage through Salesforce setup to ensure you stay within your org’s limits.
Step 4. Ensure team members have appropriate access for collaboration.
Team members only need free Google accounts for Google Sheets access. The primary authenticator maintains active Salesforce access with appropriate report and object permissions. Review Salesforce user permissions to ensure adequate data access for shared imports.
Scale your team without scaling licensing costs
This approach dramatically reduces licensing costs while enabling comprehensive team collaboration on Salesforce data through Google Sheets. You can add unlimited collaborators without additional Salesforce licenses. Start saving on licensing costs today.
