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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 makes it nearly impossible to share report templates without risking source report modification because permission inheritance overrides folder-level restrictions.
Here’s how to distribute report templates organization-wide while keeping your source reports completely protected.
Distribute protected templates with live data using Coefficient
CoefficientSalesforceexcels at this exact challenge by creating external template versions of yourreports. Your original reports stay in private folders while users get access to automatically-updating templates they can customize without affecting the source.
How to make it work
Step 1. Secure your source reports.
Move original reports to private Salesforce folders accessible only to authorized personnel. This ensures your source reports can’t be accidentally modified through permission inheritance.
Step 2. Create external template versions.
Use Coefficient to import your report data into Google Sheets or Excel. These become your protected template versions that users will access instead of the Salesforce originals.
Step 3. Configure automatic synchronization.
SalesforceSet up scheduled imports to keep templates updated with livedata. Choose refresh frequency based on how often your data changes – daily works for most reports.
Step 4. Enable controlled distribution.
Share your template spreadsheets with view-only permissions organization-wide. Users can copy templates to personal drives for modification without affecting your protected sources.
Step 5. Add advanced template features.
Use Coefficient’s snapshot functionality to create point-in-time template versions, set up dynamic filters for customizable views, and configure automated alerts when source data changes significantly.
Get true template protection
BuildThis approach provides genuine template protection while enabling broader organizational access than possible with native Salesforce sharing.your protected template distribution system today.
