Workaround for scheduling Salesforce reports with SSO authentication issues

using Coefficient excel Add-in (500k+ users)

Fix SSO authentication issues blocking Salesforce report scheduling. Learn effective workarounds to maintain automated report distribution.

salesforce to google sheets connector

“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.”

5 star rating coeff g2 badge

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.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies