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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.”
Salesforce offers alternative report types like “Accounts with Contacts and Campaign Members” and “Contacts with Campaigns,” but each has significant limitations. These alternatives make campaign analysis difficult and exclude Lead-based Campaign Members entirely.
You’ll discover a superior approach that eliminates the need for alternative report types and gives you unified Campaign Member and Account data.
Skip alternative report types with direct object access using Coefficient
CoefficientSalesforceeliminates the need for alternativereport types by providing direct access to the exact data relationships you need. Instead of working around report type limitations, you get comprehensive Campaign Member and Account data in a single import.
How to make it work
Step 1. Import from Campaign Member object as your primary data source.
Select Campaign Member in Coefficient’s Objects & Fields import. This gives you access to all Campaign fields (Name, Type, Status, Start Date, End Date) plus Campaign Member specific data (Status, Response Date, Created Date).
Step 2. Include all Contact relationship fields you need.
Add Contact.Name, Contact.Account.Name, Contact.Account.Type, and Contact.Account.Industry from the relationship fields. This pulls Account information for Contact-based Campaign Members without report type restrictions.
Step 3. Add Lead relationship fields for complete coverage.
SalesforceInclude Lead.Name, Lead.Company, and Lead.Industry to capture Lead-based Campaign Members. This ensures you don’t miss any Campaign Member relationships that alternativereport types exclude.
Step 4. Apply advanced filtering with AND/OR logic.
Filter by Campaign Type, Campaign Status, Campaign Member Status, or date ranges. Use dynamic filters that point to cells for flexible reporting without editing import settings.
Step 5. Set up automated refresh for real-time data.
Schedule regular refreshes to keep your unified Campaign Member and Account data current. This eliminates the need to manage multiple fragmented reports from alternative report types.
Build unified campaign reports today
Try Coefficient freeAlternative Salesforce report types create fragmented data and exclude important Campaign Member relationships. Coefficient provides a single unified data set with both Contact and Lead relationships included.and get complete Campaign Member insights without report type limitations.
