Once a month, I use PeekLogic Report Sender to export Excel reports to people who do not have Salesforce licenses. This month, the reports required authentication before download, and they cannot authenticate. Is this a known issue, or is something else going on that I need to address, like an issue with PeekLogic Report Sender?
#Reports & Dashboards
8 answers
Looks like this is due to Salesforce's new
Step-Up Authentication for Anomalous Report Export security control (Prepare for Step-up Authentication in Anomalous Report Export).
Salesforce began enforcing this in production on
July 27, 2026. When Salesforce's ML detects unusual behavior on a report action — running or exporting a report — it forces the running userto complete a step-up MFA challenge before the export completes.
What to check/do
- Confirm the running user's MFA setup. Go to Setup → Users → find whatever user PeekLogic runs as (its named/integration user). Make sure it has a registered MFA verifier, or at minimum a valid email/phone for verification.
- Look at Identity Verification settings in Setup for the "periodic step-up authentication for reporting/printing" toggle CertifyCRM points to — this is org-wide and worth knowing where it lives even if you don't disable it.
- Ping PeekLogic support directly. Ask whether they've adapted their export logic to avoid tripping the anomaly model.
- If it's blocking a business-critical monthly deliverable, this is legitimate grounds to log a case with Salesforce.
Hope this helps.
