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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 model doesn’t support separating view, copy, and edit rights at the report level. The platform’s folder-based sharing typically bundles these permissions, making it impossible to grant copy access without also providing edit capabilities.
Here’s how to achieve precise permission separation using Google Sheets with live Salesforce data connections.
Separate view, copy, and edit permissions using Coefficient
Coefficient resolves this through Google Sheets’ granular permission system. You can configure “Viewer” permissions with copy enabled while restricting edit access, and users can create personal copies that maintain live Salesforce data connections automatically.
How to make it work
Step 1. Set up permission configuration.
Create reports in Google Sheets using Coefficient’s Salesforce imports and set sharing permissions to “Viewer” for target users. Enable “Viewers and commenters can see the option to download, print, and copy” for copy functionality.
Step 2. Configure view rights with live data.
Users can access and view reports with live Salesforce data through Coefficient imports, including all charts, formatting, and calculations. The data stays current through automated refresh schedules.
Step 3. Enable copy rights without edit access.
Users can create personal copies via “Make a Copy” that inherit the Coefficient Salesforce connection, maintaining data freshness automatically. Original reports remain completely protected from modification while copies are fully editable by individual users.
Step 4. Implement advanced permission features.
Use Google Sheets’ “Protect range” to lock specific sections even in copied reports. Configure different Coefficient refresh schedules for original versus copied versions and set up conditional sharing where copy access requires approval.
Step 5. Scale your permission structure.
Apply this permission model across entire report libraries using Google Drive folder structures for organized access. Configure different permission levels for different user groups based on their needs.
Deploy your granular permission system
This permission structure provides the precise view-and-copy-without-edit functionality that Salesforce cannot deliver natively, while maintaining live data connectivity. Set up your granular permission system today.
