)
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.”
Salesforce doesn’t provide true clone-only permissions for individual reports. The platform’s folder-level sharing means users either have broad access to modify reports within a folder or they’re restricted from accessing reports entirely.
You can create genuine clone-only permissions by moving your master reports to Google Sheets while maintaining live Salesforce data connections.
Enable genuine clone-only permissions using Coefficient
Coefficient enables genuine clone-only permissions through Google Sheets integration. Users can clone reports via “Make a Copy” but cannot edit originals, and cloned reports maintain live Salesforce data connections with automated refresh schedules.
How to make it work
Step 1. Build master reports with Salesforce connectivity.
Create master reports using Coefficient’s Salesforce connectivity to import data from any reports, objects, or custom SOQL queries in your org. This forms the foundation for your clone-only system.
Step 2. Configure clone-only permission settings.
Set Google Sheet sharing to “Viewer” for target users and enable “Viewers can copy” option in sharing settings. Users can clone reports via “Make a Copy” but cannot edit originals.
Step 3. Preserve data connectivity in cloned reports.
Cloned reports maintain Coefficient’s Salesforce import configuration, including automated refresh schedules (hourly, daily, weekly), applied filters and field selections, and formula auto-fill capabilities for calculations.
Step 4. Create standardized master templates.
Build standardized master reports for common use cases like pipeline analysis, lead reporting, and campaign performance that teams can clone and customize for their specific needs.
Step 5. Maintain administrative control.
Keep full control over master template updates while users operate independently with their cloned versions. This ensures consistency while enabling customization.
Deploy your clone-only reporting system
This provides the clone-only functionality that Salesforce lacks natively, enabling controlled self-service reporting with protected master templates. Start building your clone-only permission system today.
