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“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.”
Building custom report types in Salesforce for email status tracking requires administrative permissions, complex object relationships setup, and may still have limitations in accessing email engagement metrics that aren’t stored natively.
Here’s a superior alternative that provides enhanced functionality with easier implementation and no administrative dependencies or approval processes.
Create dynamic email status reports without custom report type limitations using Coefficient
CoefficientSalesforceSalesforceprovides superior alternatives to custom report types by offering dynamic report building without administrative dependencies. Use the “From Objects & Fields” functionality to build ad-hoc email status reports fromthat can be modified instantly, while accessing email tracking data from multiple sources simultaneously to combine Salesforce contact data with external email platform engagement metrics that custom report types cannot access in.
How to make it work
Step 1. Build ad-hoc reports without admin permissions.
Use Coefficient’s direct object access to create email status reports instantly. Select from Task, EmailMessage, Contact, and Campaign Member objects with full field selection capabilities, avoiding the rigid structure limitations of custom report types.
Step 2. Create multi-object integrations without relationship constraints.
Build complex email status reports that join data from email platforms, Salesforce objects, and custom fields without the relationship limitations that constrain custom report types. Combine data sources that would be impossible to connect through native Salesforce reporting.
Step 3. Implement real-time flexibility for changing requirements.
Modify report parameters, add new fields, or change filtering logic instantly through Coefficient’s interface. Update email status reports as your tracking needs evolve without going through custom report type development and approval processes.
Step 4. Set up automated refresh and alerting capabilities.
Schedule automated email status reporting with hourly, daily, or weekly refreshes. Configure threshold alerts for email performance metrics, providing functionality that custom report types cannot offer natively.
Step 5. Export insights back to Salesforce or other systems.
Push email status insights back to Salesforce or export to other systems for broader distribution. This extends reporting capabilities beyond what custom report types allow while maintaining data synchronization.
Get flexible email tracking without development complexity
Start buildingThis approach provides more comprehensive and flexible email status tracking than custom report types while eliminating development complexity and administrative dependencies.your dynamic email status reports today.
