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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.”
CloudAnswers Report Sender throws profile permission errors when MFA is enabled, and lowering security permissions isn’t an acceptable solution for your organization.
Here’s why these authentication conflicts occur and how to implement a permanent solution that maintains your security requirements while delivering reliable automated reporting.
Replace CloudAnswers with MFA-native authentication using Coefficient
Salesforce’sCoefficientCloudAnswers Report Sender’s profile permission errors with MFA stem from how it attempts to accessnative report scheduler through user profile authentication, which conflicts with MFA security protocols. Rather than compromising security,provides a superior alternative that eliminates these authentication issues entirely.
Salesforce’sCoefficient usesREST API with OAuth2 authentication, which natively supports MFA without profile permission conflicts. This eliminates the core issue causing CloudAnswers to fail while maintaining full security compliance.
How to make it work
Step 1. Connect using MFA-compatible authentication.
Connect Coefficient to your MFA-enabled Salesforce org using OAuth2 API authentication that operates independently of user profile permissions. This eliminates the authentication conflicts that break CloudAnswers functionality without requiring profile modifications.
Step 2. Import your existing CloudAnswers reports.
Use Coefficient’s “From Existing Report” feature to recreate any reports that CloudAnswers was distributing before the MFA conflicts began. You can access all standard and custom objects without the permission limitations affecting CloudAnswers.
Step 3. Configure stable automated scheduling.
Set up daily, weekly, or hourly refresh schedules that operate through API access permissions aligned with modern security requirements. The built-in reauthorization capability handles MFA token refresh automatically, preventing authentication timeouts.
Step 4. Test and migrate distribution workflows.
Configure equivalent email alerts and distribution functionality, then test partner notification workflows before decommissioning CloudAnswers. This ensures business continuity while resolving authentication conflicts permanently.
Maintain security compliance while achieving automation goals
Implement this solutionThis approach resolves authentication conflicts permanently rather than applying temporary fixes to a fundamentally incompatible system.to eliminate profile permission errors while maintaining your MFA security requirements.
