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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 Enhanced Folder Sharing can’t achieve true “view and copy but not edit” permissions because it grants maximum available permissions regardless of folder settings, with no distinction between copy and edit access.
Here’s how to implement the exact access pattern your organization needs without Salesforce’s inherent limitations.
Implement view and copy permissions using Coefficient
Coefficientdelivers this exact permission model by creating master report templates in Google Sheets or Excel with precise access controls. Users get view and copy access while your source templates remain completely protected from editing.
How to make it work
Step 1. Create master templates with live data.
SalesforceImport your required Salesforce reports using Coefficient’s “From Existing Report” feature. This creates master templates that maintain live connections to yourdata.
Step 2. Configure precise sharing permissions.
Set Google Sheets sharing to “Viewer” access for organizational users and enable “Viewers and commenters can see the option to download, print, and copy” while disabling “Editors can change permissions and share.” This creates the exact permission structure you need.
Step 3. Set up automated data refresh.
SalesforceConfigure Coefficient scheduling to keep templates current with daily or weekly refresh cycles based on your data update frequency. Templates always show currentdata without manual intervention.
Step 4. Enable user copy workflow.
Train users to copy templates to personal drives for editing and customization. They get full editing capabilities in their personal copies without affecting your protected source templates.
Step 5. Monitor usage and access.
Use Google Workspace admin console to track template usage, monitor access patterns, and maintain audit trails for compliance requirements.
Get the exact permissions you need
Set upThis approach delivers true separation of view, copy, and edit permissions with automatic data synchronization and better audit trails than native Salesforce capabilities.your view-and-copy permission system today.
