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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 can’t create truly read-only report templates because Enhanced Folder Sharing uses additive permissions that override folder restrictions, allowing users to edit shared reports regardless of settings.
Here’s how to build a template system that actually protects your source reports while giving users unlimited copying access.
Build protected templates with automated data sync using Coefficient
CoefficientSalesforceSalesforcesolves this by moving your templates outsideentirely while keeping them connected to your live data. You get true read-only protection with automatic updates and enhanced customization options beyond whatoffers natively.
How to make it work
Step 1. Create master templates in your spreadsheet.
Use Coefficient’s “From Objects & Fields” feature to pull exactly the data fields you need for your template. This gives you more control than importing existing reports and lets you build comprehensive templates from scratch.
Step 2. Add automated formula calculations.
Set up formulas in columns next to your imported data. Coefficient’s “Formula Auto Fill Down” feature automatically extends these calculations to new rows when your data refreshes, so your templates stay functional as data grows.
Step 3. Configure automatic refresh schedules.
Set your templates to refresh hourly, daily, or weekly based on your business needs. Your templates always show current data without anyone having to manually update them.
Step 4. Distribute with copy-only access.
Share your templates with view-only permissions organization-wide. Users can copy them to personal drives for customization while your source templates remain completely protected.
Skip the permission headaches
Start buildingThis approach eliminates Salesforce’s folder sharing conflicts while providing better version control and template management than native capabilities.your protected template library today.
