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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.”
Manual sharing audits in Salesforce require extensive navigation through folder permissions and individual report settings. You need to cross-reference report ownership with folder access controls to understand complete sharing configurations.
Here’s how to extract comprehensive sharing configurations with detailed visibility into report access controls automatically.
Extract report sharing configurations automatically using Coefficient
Coefficient accesses Folder object metadata containing sharing and visibility settings through custom SOQL queries. You can track sharing changes through scheduled refreshes and cross-reference report ownership with folder permissions in Salesforce .
How to make it work
Step 1. Query complete sharing visibility with folder relationships.
Use: SELECT Id, Name, FolderName, Folder.AccessType, Folder.Type, OwnerId, Owner.Name, CreatedDate, LastModifiedDate FROM Report WHERE Folder.Type = ‘Report’. This captures sharing settings alongside report details.
Step 2. Set up automated tracking of sharing changes.
Configure scheduled refreshes to monitor when sharing settings change. This provides ongoing visibility into your Salesforce report security landscape without manual checking.
Step 3. Apply dynamic filters to identify security risks.
Filter for reports with public folder access or specific sharing configurations. Use AND/OR logic to identify potential security concerns based on folder access types.
Step 4. Use Snapshot functionality for compliance audits.
Maintain historical sharing configurations with scheduled snapshots. This supports compliance audits and security reviews by preserving sharing setting changes over time.
Step 5. Add Formula calculations for risk assessment.
Create formulas to identify potential security risks based on sharing patterns. Use Formula Auto Fill Down to apply risk scoring to new reports automatically.
Automate your security compliance processes
This eliminates manual sharing audits while providing comprehensive documentation for security reviews and compliance requirements. Start monitoring your report sharing configurations automatically.
