Salesforce’s email verification requirements can create significant delays and restrictions for automated report distribution, especially when you need to send from external domains or non-standard email configurations that may fail verification.
Here’s how to completely bypass these verification limitations while maintaining reliable automated report scheduling and delivery.
Bypass email verification using Coefficient
Coefficient eliminates the need for Salesforce email verification by using Google’s email infrastructure instead. This means you can set up immediate automated report distribution without waiting for verification processes or dealing with failed Salesforce email configurations.
How to make it work
Step 1. Extract Salesforce data into Google Sheets.
Connect Coefficient to your Salesforce org and import any report directly into Google Sheets. This creates a reliable data pipeline that doesn’t depend on Salesforce’s email verification system for distribution.
Step 2. Set up automated refresh schedules.
Configure Coefficient to automatically update your report data with granular timing options including hourly intervals (1, 2, 4, 8 hours), daily delivery at specific times, or weekly delivery on multiple days. These schedules run independently of Salesforce email limitations.
Step 3. Configure email distribution through Google.
Use Coefficient’s email alert system to distribute reports using your Google account’s verified email address. This leverages Google’s email infrastructure, which typically has better deliverability rates and doesn’t require additional verification steps.
Step 4. Add unlimited external recipients.
Build your distribution lists with any external email addresses without license restrictions or verification requirements. You can also set up triggered alerts based on data changes, so reports only send when relevant information updates.
Start reliable automated report distribution
This approach provides immediate setup without verification delays while offering superior automation and distribution capabilities compared to native Salesforce subscriptions. Try Coefficient to eliminate email verification bottlenecks and start reliable report automation today.