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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 Public Reports folder only displays reports stored in folders shared with “Public Groups” or with organization-wide visibility. Simply sharing a folder doesn’t automatically move reports to this virtual folder.
This common misconception about Lightning Experience report sharing creates frustration for teams trying to collaborate. Here’s how to solve this problem and create better report sharing workflows.
Skip Salesforce folder restrictions entirely using Coefficient
CoefficientSalesforceoffers a superior solution for report sharing challenges by bypassing Salesforce’s complex folder hierarchy entirely. Instead of wrestling with folder permissions, you can import anyreport directly to Google Sheets or Excel and set up automated sharing workflows.
How to make it work
Step 1. Import your Salesforce report to your spreadsheet.
SalesforceConnectto your spreadsheet and import any report regardless of its folder location or sharing settings. This bypasses the Public Reports folder limitations completely.
Step 2. Set up automated sharing with Slack and Email Alerts.
Configure alerts to automatically distribute report data to stakeholders without requiring Salesforce access. You can trigger alerts on schedule, when new rows are added, or when specific cell values change.
Step 3. Create collaborative dashboards for team access.
Build shared dashboards where multiple users can view and interact with live Salesforce data through familiar spreadsheet interfaces. This eliminates the need for complex folder permissions.
Step 4. Schedule automatic report distribution.
Set up scheduled refreshes and distribution that keeps stakeholders updated with fresh data without manual intervention. Choose from hourly, daily, or weekly schedules based on your needs.
Transform rigid report sharing into flexible collaboration
Get startedThis approach eliminates the frustration of Lightning Experience report sharing limitations while providing more user-friendly collaboration options than native Salesforce folder permissions.with Coefficient to streamline your report sharing workflows.
