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The Account Name field doesn’t appear in Salesforce’s standard “Campaigns with Campaign Members” report type because of relationship traversal limitations. Campaign Members connect indirectly to Accounts through Contacts or Leads, and standard report types only traverse one level of relationships.
Here’s how to bypass these limitations and get the Account data you need for comprehensive campaign analysis.
Access Account Names in Campaign Member reports using Coefficient
CoefficientSalesforce’sSalesforceeliminatesreport type constraints by connecting directly to yourobjects. Instead of being limited by pre-configured report types, you can pull Campaign Member data with all related Account information in a single import.
How to make it work
Step 1. Connect to Campaign Members using Objects & Fields import.
Select Campaign Member as your primary object in Coefficient. This gives you access to all Campaign Member fields plus related object data that standard reports can’t reach.
Step 2. Include Account relationship fields in your selection.
Add Contact.Account.Name, Contact.Account.Type, and Contact.Account.Industry to pull Account data for Contact-based Campaign Members. Also include Lead.Company and Lead.Industry for Lead-based members.
Step 3. Apply filters to focus on specific campaigns or timeframes.
Use Coefficient’s AND/OR filter logic to narrow down to active campaigns, specific date ranges, or Campaign Member statuses. You can even use dynamic filters that point to cells for flexible reporting.
Step 4. Set up automated refreshes to keep data current.
Schedule hourly or daily refreshes so your Campaign Member and Account data stays up-to-date without manual intervention. This ensures your analysis always reflects the latest relationship changes.
Get complete campaign visibility today
Start your free trialStandard Salesforce reports leave gaps in your campaign analysis by excluding Account relationships. Coefficient bridges these gaps by giving you direct access to all the data connections you need.and see complete Campaign Member and Account data in minutes.
