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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 lacks native functionality for true read-only report templates with cloning capabilities. The platform’s folder-based sharing makes it difficult to protect individual templates while enabling user copying.
You can solve this by creating a template library in Google Sheets that connects to your Salesforce data and allows controlled cloning without compromising template integrity.
Build a cloneable template library using Coefficient
Coefficient enables you to create protected report templates in Google Sheets that pull live Salesforce data. Users can clone these templates without any ability to modify the originals, and their copies maintain automatic data refresh capabilities.
How to make it work
Step 1. Create your template library structure.
Set up a dedicated Google Drive folder containing master report templates. Use Coefficient to import data from any Salesforce reports, standard objects (Accounts, Opportunities, Leads), or custom objects into each template.
Step 2. Configure read-only access with cloning enabled.
Set folder permissions to “Viewer” for your user groups to prevent modifications. Enable “Viewers can copy” so users can click “Make a Copy” to create their own editable versions.
Step 3. Set up automatic data refresh for cloned templates.
Each cloned template retains the Coefficient import configuration, ensuring copies automatically refresh with current Salesforce data based on your scheduling preferences (hourly, daily, or weekly).
Step 4. Add advanced template features.
Use Coefficient’s formula auto-fill and filtering capabilities in your templates. These features carry over to user copies, giving them enhanced functionality beyond basic Salesforce reporting.
Deploy your template library today
This creates a true template library where originals remain protected while users gain full self-service access to personalized, data-connected copies. Start building your read-only template library with live Salesforce data.
