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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.”
Permission set field visibility creates dashboard component errors because Salesforce validates universal field access across all potential viewers before allowing components to run. This “all or nothing” validation model fails when any field is restricted for any potential viewer.
Here’s an effective workaround that bypasses permission set validation entirely while maintaining full functionality and security compliance.
Bypass permission set validation using Coefficient
CoefficientTraditional Salesforce workarounds require removing restricted fields, creating duplicate assets, or modifying permission sets – all significant compromises.provides a comprehensive solution that eliminates permission set validation conflicts while delivering superior dashboard functionality.
This workaround maintains your existing permission structure while giving you the reporting capabilities that validation errors prevent.
How to make it work
Step 1. Extract your Salesforce report data using Coefficient’s “From Existing Report” import.
Import your report that’s causing dashboard component errors. This works regardless of permission set restrictions because Coefficient connects directly to Salesforce’s API, avoiding the validation process that causes component failures.
Step 2. Create permission-aware data sheets for each user group.
Set up separate sheets for different permission sets – “Basic_Sales” excluding commission fields for standard reps, “Manager_Sales” including all financial data for sales managers. Each sheet pulls appropriate field combinations without validation conflicts.
Step 3. Implement dynamic field visibility using spreadsheet controls.
Use Google Sheets or Excel row/column hiding based on user access levels. Create dynamic filtering using cell references to show user-specific views without editing import settings for each permission change.
Step 4. Configure automated data synchronization with scheduled refreshes.
Set up refresh schedules that keep all permission groups synchronized with live Salesforce data. Choose from hourly, daily, weekly, or monthly updates based on each group’s needs and data sensitivity requirements.
Step 5. Add advanced permission-appropriate features.
Implement formula auto-fill for permission-specific calculations that update automatically with new data. Set up conditional data exports back to Salesforce that respect permission boundaries. Create automated alert systems customized for each permission group using Slack or email notifications.
Eliminate permission set conflicts permanently
Try this workaroundThis workaround provides superior dashboard functionality compared to native Salesforce while eliminating permission set field visibility conflicts entirely. You maintain security compliance and get the reporting capabilities you need without architectural limitations.to resolve permission set validation issues.
