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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.”
Several permission layers prevent Partner Community Users from successful report exports: API Enabled permission, Run Reports permission, field-level security restrictions, object-level permissions, sharing rules, and IP range restrictions that conflict with Analytics API requirements.
Rather than modifying complex permission structures that may violate security policies, you can provide controlled data access that works within existing permission frameworks.
Provide permission-independent data access using Coefficient
Coefficient uses service account architecture where administrators set up connections with appropriate permissions, then control data access through the interface. This maintains security boundaries while avoiding permission-related exceptions.
How to make it work
Step 1. Set up admin-controlled service account connections.
System administrators connect Coefficient to Salesforce using service accounts with full API access. This eliminates the need to grant elevated permissions to Partner Community Users while maintaining audit trails.
Step 2. Create controlled data sharing through filtered imports.
Set up specific imports containing only the data Partner Community Users should access. Use Coefficient’s filtering capabilities to ensure data stays within appropriate security boundaries without modifying Salesforce permission structures.
Step 3. Configure automated data delivery schedules.
Set up automatic refresh schedules so data stays current without requiring user permissions for manual exports. Choose from hourly, daily, or weekly updates based on business needs and data sensitivity requirements.
Step 4. Manage access through spreadsheet sharing controls.
Use Google Sheets or Excel sharing controls to manage who can view imported data. This provides more granular control than native Salesforce exports while maintaining compliance and audit capabilities.
Maintain security while eliminating permission conflicts
This approach provides Partner Community Users with needed data access while maintaining existing security boundaries and reducing permission-related support tickets. Get started with Coefficient to eliminate permission conflicts without compromising security.
