Background
Salesforce now requires that connected apps either be installed into the org or the user have special permissions in order to use a connected app. For more details on this change, see Prepare for Connected App Usage Restrictions. Since Report Sender requires a connected app to get your report data from the API, this affects Report Sender.
Impact
If the connected app is not properly configured, users may encounter this error when creating a schedule and attempting to authorize Report Sender.
Solution
In order to allow users to use Report Sender, two things are required:
They must have one of the CloudAnswers Report Sender permission sets (Admin or regular, depending on their role).
The CloudAnswers Report Sender connected app must be installed into your org. Note: This is different from the AppExchange app, the connected app is something you install in your org.
Both of these steps are covered in the installation guide.
Installing the Connected App
Before completing these steps, a System Administrator or user with "Connected Apps OAuth Usage" or "Use Any API Client permission" must first authenticate Report Sender by going to the Report Sender tab and clicking New Schedule and approving access.
After that, follow these steps to install the connected app for other users:
In Salesforce, go to Setup > Connected Apps OAuth Usage.
Click Install next to CloudAnswers Report Sender.
Click Install again
Other Potential Causes
With these changes, there are other things that can block the connected app. Here are some scenarios we've found and their resolution.
Scenario: System Administrator cannot complete first authorization in a sandbox.
If you're a system administrator testing our app in a sandbox created before September 2025, and still getting the Generic OAuth error, then it's possible there is an issue with your sandbox licenses.
Solution: Refresh Licenses from Production
Go to Setup > Company Information.
Click on Match Production Licenses.
Scenario: System Administrator cannot complete first authorization and API Access Control is not enabled.
If you're a system administrator, but you are getting the generic OAuth error, it's possible that you don't have the proper permissions in your org.
Solution: Assign Proper Permissions for Uninstalled Connected Apps
Create a permission set named Approve Uninstalled Connected Apps
Enable the permission Approve Uninstalled Connected Apps for this permission set.
Assign the permission set to your user.
Complete the authorization from the Report Sender tab.
Scenario: System Administrator cannot complete authorization and API Access Control IS enabled.
API access control is a feature that must be enabled by contacting Salesforce support, and changes the behavior of how uninstalled connected apps work.
Solution: Assign Proper Permissions for Use Any API Client
Create a permission set named Use Any API Client
Enable the permission Use Any API Client for this permission set.
Assign the permission set to your user.
Complete the authorization from the Report Sender tab.