CloudAnswers Report Sender breaks when your organization enables MFA and SSO, leaving you scrambling to maintain automated report distribution to partners and stakeholders.
Here’s how to bypass CloudAnswers’ authentication issues entirely and set up reliable automated reporting that works with your security requirements.
Replace CloudAnswers with a MFA-compatible solution using Coefficient
CoefficientSalesforceThe root problem isn’t something you can fix – CloudAnswers struggles with profile permission conflicts in MFA-enabled environments.provides a robust alternative that connects directly tousing native API authentication that supports multi-factor authentication without profile conflicts.
Unlike CloudAnswers which depends on Salesforce’s native report scheduler, Coefficient creates its own data refresh pipeline that’s immune to SSO profile conflicts. This means your automated reports keep running regardless of your organization’s security configuration changes.
How to make it work
Step 1. Connect Coefficient to your MFA-enabled Salesforce org.
Coefficient handles MFA authentication seamlessly during the initial connection setup. You won’t need to modify profile permissions or compromise your security protocols like CloudAnswers requires.
Step 2. Import your existing reports.
SalesforceUse Coefficient’s “From Existing Report” feature to access anyreport that CloudAnswers was previously distributing. You can also build custom reports using the “From Objects & Fields” option to select specific data your partners need from any standard or custom object.
Step 3. Set up automated scheduling.
Configure daily refresh schedules that automatically update your imported data without manual intervention. Choose from hourly intervals (1, 2, 4, 8 hours), daily, or weekly options with timezone-based execution – more flexible than CloudAnswers’ basic scheduling.
Step 4. Enable automated distribution.
Use Coefficient’s Email and Slack Alerts feature to automatically notify partners when reports are updated. You can customize messages, include screenshots and charts, and set up dynamic recipient routing based on data changes.
Keep your reports running without authentication headaches
Try CoefficientThis approach completely sidesteps CloudAnswers’ authentication limitations while providing equivalent functionality for daily partner report distribution.to eliminate authentication bottlenecks and maintain consistent automated reporting.