)
Written by
Table of Contents
“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 native report scheduler fails due to SSO conflicts, disrupting critical business communications and partner relationships that depend on consistent report delivery.
Here’s how to implement alternative distribution methods that operate independently of Salesforce’s potentially compromised scheduling infrastructure while providing multiple delivery channels.
Create independent distribution architecture using Coefficient
Salesforce’sCoefficientWhennative report scheduler fails due to SSO conflicts,provides a completely independent distribution method that bypasses these infrastructure limitations. This approach ensures continuous report distribution even during SSO infrastructure problems.
Salesforce’sCoefficient creates its own refresh schedule that operates outsidereport scheduler, eliminating SSO-related failures that affect native scheduling functionality while providing multiple distribution channels for business continuity.
How to make it work
Step 1. Establish independent scheduling system.
Set up Coefficient’s automated refresh schedules that operate completely outside Salesforce’s potentially compromised report scheduler. Configure daily, weekly, or hourly scheduling that pulls data directly through REST API calls that remain stable during SSO authentication issues.
Step 2. Configure multiple distribution channels.
Set up Google Sheets integration for shareable dashboards that update automatically without email dependencies. Configure email automation for scheduled alerts with report data and visualizations, and enable Slack integration for real-time notifications of time-sensitive updates.
Step 3. Implement robust backup methods.
Use the snapshot functionality to create timestamped copies as backup distribution method when primary channels experience issues. Enable manual refresh options for on-demand report generation during automated system problems, and configure multiple export format options for partner compatibility requirements.
Step 4. Enable SSO independence features.
Utilize OAuth2 connection that operates independently of organizational SSO configuration causing the scheduler failures. Test the solution in sandbox environment while production SSO issues are resolved, and enable automatic reauthorization to handle authentication refresh without manual intervention.
Ensure business continuity during infrastructure problems
Implement these alternative methodsThis approach provides continuous report distribution even during SSO infrastructure problems, ensuring business continuity when native Salesforce tools fail.to maintain critical communications regardless of SSO authentication issues.
