)
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’s folder-based permissions make it difficult to enable report cloning for sales teams while restricting access to source reports. Teams typically need folder access to clone reports, which also grants them visibility and potential edit access to all reports in that folder.
Here’s how to give sales teams complete cloning capabilities without any source access through Google Sheets integration with live Salesforce data.
Enable sales team cloning without source access using Coefficient
Coefficient provides an ideal solution for sales team report cloning. You can create sales-specific templates with “View Only” permissions, enable cloning without source access, and cloned reports maintain live Salesforce data connections for personalized reporting.
How to make it work
Step 1. Create sales-focused template library.
Build sales-specific report templates in Google Sheets using Coefficient to import Salesforce data from key objects like Opportunities, Accounts, Leads, and Activities. Focus on common sales use cases and metrics.
Step 2. Set up no-source-access cloning.
Share templates with “View Only” permissions for sales teams and enable “Viewers can copy” to allow cloning without source access. Sales reps clone reports via “Make a Copy” without seeing administrative source data.
Step 3. Enable personalized sales reporting.
Cloned reports maintain Coefficient’s Salesforce connection, allowing sales reps to add personal filters for their territories or accounts, customize layouts for their workflow preferences, and set up automated refresh schedules for their specific needs.
Step 4. Configure team-specific features.
Create role-based templates (AE, SDR, Manager) with appropriate data access. Use Coefficient’s filtering to pre-configure territory or product-specific views and implement formula auto-fill for common sales calculations like conversion rates and pipeline velocity.
Step 5. Maintain data security boundaries.
Sales teams get full cloning capabilities without access to master templates, organizational data outside their scope, or administrative reporting structures. This maintains security while enabling self-service.
Empower your sales team with self-service reporting
This approach gives sales teams complete self-service cloning capabilities while maintaining strict source access control and data security. Set up your sales team cloning system today.
