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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’s permission architecture fundamentally bundles “Save As” functionality with modify rights through folder-level sharing. Users who can save reports as copies typically also have the ability to modify existing reports within the same folder structure.
Here’s how to separate these permissions completely using Google Sheets integration while maintaining live Salesforce data connections.
Separate save as and modify permissions using Coefficient
Coefficient separates these permissions through Google Sheets integration. You can create master reports with “Viewer” permissions only, configure “Viewers can copy” for save-as functionality, and users can save copies without any ability to modify originals while maintaining live Salesforce data connections.
How to make it work
Step 1. Implement save as without modify rights.
Create master reports in Google Sheets using Coefficient Salesforce imports and set sharing to “Viewer” permissions only. Configure “Viewers can copy” to enable save-as functionality via “Make a Copy.”
Step 2. Configure permission separation mechanics.
Users can save copies of reports without any ability to modify originals. Copied reports inherit Coefficient’s Salesforce data connection automatically, and original report formatting, filters, and calculations transfer to copies.
Step 3. Set up enhanced save as features.
Saved copies maintain live Salesforce data through Coefficient imports and users can modify their saved copies without affecting master reports. Automated refresh schedules continue working in saved versions.
Step 4. Maintain administrative control.
Administrators maintain complete control over master report updates while users operate independently with their saved copies. This ensures consistency while enabling customization.
Step 5. Scale your implementation.
Apply this permission model across entire report libraries using Google Drive folder structures for organized save-as access. Configure different save-as permissions for different user groups based on their roles and needs.
Deploy your separated permission system
This implementation provides true save-as permissions without modify rights, addressing Salesforce’s fundamental limitation in permission granularity while enhancing reporting capabilities through live data connectivity. Start building your separated permission system today.
