SSO authentication issues are preventing your Salesforce report scheduler from working, disrupting critical automated workflows and partner communications.
Here’s an effective workaround that bypasses SSO conflicts entirely by creating an independent data pipeline that operates outside your problematic authentication setup.
Create an independent scheduling pathway using Coefficient
CoefficientSalesforceprovides an effective workaround by fundamentally changing how you access and distributedata. Instead of fighting CloudAnswers’ SSO compatibility problems, Coefficient establishes a separate, stable connection pathway.
Salesforce’sRather than relying onnative report scheduler (which CloudAnswers depends on), Coefficient creates its own data refresh pipeline using REST API with OAuth authentication that operates independently of your SSO configuration.
How to make it work
Step 1. Establish SSO-independent authentication.
Authorize Coefficient with your Salesforce org using OAuth2 authentication that bypasses SSO conflicts. This connection method operates independently of your SSO configuration that’s causing CloudAnswers to fail, supporting both production and sandbox environments.
Step 2. Import your problematic reports.
Use the “From Existing Report” feature to recreate any reports that SSO issues are preventing from scheduling. You can access all standard objects (Account, Contact, Lead, Opportunity, Campaign Member, etc.) and custom objects without SSO dependencies.
Step 3. Set up independent automated scheduling.
Configure daily refresh schedules that operate completely outside Salesforce’s scheduler. Choose from hourly, daily, or weekly options based on your timezone preferences, creating a reliable automation system immune to SSO authentication bottlenecks.
Step 4. Configure alternative distribution methods.
Set up Google Sheets email alerts for partner distribution or use Slack integration for internal notifications. These distribution channels work independently of Salesforce’s potentially compromised report scheduler.
Maintain business continuity despite SSO infrastructure problems
Implement this workaroundThis approach ensures continuous report distribution even during SSO infrastructure problems, providing business continuity when native Salesforce tools fail.to sidestep authentication bottlenecks while maintaining your security requirements.