How to Export Reports after Salesforce enforces “Step-up Authentication”

Starting July 1, 2026, Salesforce is enforcing “Step-up authentication” on some report actions. Every time a report is exported or printed, Salesforce will require an additional identity verification step (MFA). The rollout is staggered across production orgs over approximately 30 days, so the exact date it activates for your org isn’t known in advance.

For more details, see Salesforce’s official announcement

This is a platform-level constraint that affects all Salesforce integration tools. Most third-party tools pull reports programmatically in the background, so there’s no way to present a second-factor prompt mid-process. Additionally, CSV exports will no longer be available.

Some Appexchange integrations may not be ready for this rollout, so you may experience an interruption in your reporting workflows.

We at Xappex have been preparing for this, and all of our tools will continue to work with reports after the change goes live. This guarantees you can export reports at no cost to Excel and Google Sheets with the free plan.

After the Salesforce Step-Up Authentication rollout Xappex will transparently fall back to a different data extraction method: Salesforce’s Analytics API.

However, switching the data extraction method does come with some limitations. For such cases, we have developed a workaround that you may find useful. Here’s how you can pull reports with Xappex and all possible alternatives.

Tools like XL-Connector, XL-Connector 365 and G-Connector will let you pull your reports to Excel and Google Sheets through a different route, so your existing setup keeps working. One limitation to be aware of: you can’t pull more than 3,000,000 records per org per hour. If you hit that limit, you have more options — read on.

All Xappex tools now include a Report-to-SOQL converter built directly into the Report dialog. Click Reports, select your report from the list, and click Convert to SOQL.

A new window will open with the Get Data UI and the query already generated. You can then edit that query and import using it instead. Because SOQL queries bypass the report layer entirely, they aren’t subject to the Analytics API rate limit.

This option has always been available in all Xappex tools, and it’s the cleanest long-term solution because it bypasses the report layer entirely. Using the UI, you can select the fields you want to pull, apply filters, and reference in-cell values to filter data dynamically — all without needing to know SOQL syntax.

 In-cell SOQL formulas are also available to bring a single value directly into any cell.

We know changes like this are disruptive, and we’re doing everything we can to minimize the impact for our users. If you have any questions, reach out to our team at support@xappex.com — we’re here to support you through the transition.