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Adding Account Name to Campaign Member reports requires working around Salesforce’s standard report type limitations. The “Campaigns with Campaign Members” report type doesn’t include Account fields due to relationship traversal restrictions.
You’ll learn how to access Account Names in Campaign Member reports without needing admin permissions or complex custom configurations.
Pull Account Names into Campaign Member data using Coefficient
CoefficientSalesforce’sSalesforcebypassesreport type limitations by connecting directly to your objects. This means you can access Account Names and other Account fields that standardreports can’t reach.
How to make it work
Step 1. Import Campaign Members with relationship fields.
Use Coefficient’s Objects & Fields import to select Campaign Member as your primary object. Include Campaign Name, Contact ID, Lead ID, Status, and Created Date from the Campaign Member object.
Step 2. Add Contact and Account relationship fields.
Expand the Contact relationship section and select Contact.Name and Contact.Account.Name. Also add Contact.Account.Type and Contact.Account.Industry for deeper Account insights.
Step 3. Include Lead Company information for complete coverage.
Add Lead.Name, Lead.Company, and Lead.Industry to capture Account-equivalent data for Lead-based Campaign Members. This ensures you don’t miss any Campaign Member relationships.
Step 4. Apply filters to focus on relevant campaigns.
Filter by specific Campaign IDs, date ranges, or Campaign Member statuses. Use dynamic filters that reference cells in your spreadsheet for flexible reporting without editing import settings.
Step 5. Create a unified Account/Company column.
Use a formula like =IF(ISBLANK(B2), C2, B2) to combine Contact.Account.Name and Lead.Company into a single column. This gives you consistent Account information regardless of whether the Campaign Member is a Contact or Lead.
Start building better campaign reports
Try Coefficient freeNative Salesforce reporting leaves gaps when you need Account information for Campaign Members. Coefficient fills these gaps by giving you direct access to all relationship data in a single import.and get complete Campaign Member insights today.
