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Your Salesforce report works fine but the dashboard component fails because they handle field permissions completely differently. Reports hide restricted fields dynamically, while dashboard components validate all fields upfront for all potential viewers.
This creates a validation conflict that makes dashboard components fail even when the underlying report functions perfectly for individual users.
Bypass dashboard validation entirely using Coefficient
CoefficientThe core issue is architectural – dashboard components can’t handle runtime permission filtering like reports can.eliminates this limitation by connecting directly to your Salesforce data outside the dashboard framework.
You can import the exact same report that works in Salesforce but fails as a dashboard component. This gives you live data connections with the flexibility to create permission-appropriate views without fighting Salesforce’s validation system.
How to make it work
Step 1. Import your working Salesforce report directly into Coefficient.
Use the “From Existing Report” option to pull in the report that works fine individually but fails in dashboard components. Since Coefficient connects via API, it bypasses the dashboard validation that’s causing your issues.
Step 2. Set up dynamic filtering using cell references.
Create filters that point to specific cells containing user group identifiers or permission levels. This lets you show different data views without creating separate imports for each user group.
Step 3. Configure automated refresh schedules.
Set up hourly, daily, or weekly refreshes to maintain live data connections. Choose from options ranging from every hour to monthly updates, depending on how current your data needs to be.
Step 4. Build permission-appropriate calculations with auto-fill formulas.
Add formulas that automatically extend to new rows when data refreshes. This gives you custom calculations that update automatically while respecting different permission boundaries.
Stop fighting Salesforce validation limits
Start using CoefficientThis approach preserves your existing report structure while eliminating dashboard validation errors. You get the functionality you need without the architectural constraints that cause definition invalid errors.to access your Salesforce data reliably.
