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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.”
Campaign Member to Account relationships don’t show in Salesforce reports due to indirect relationship structure and report type design limitations. Campaign Members connect to Accounts through Contact or Lead objects, and this relationship chain isn’t supported in standard report types.
Here’s how to make these relationships visible and get complete Campaign Member to Account data in your reports.
Make Campaign Member to Account relationships visible using Coefficient
CoefficientSalesforcesolves the relationship visibility problem by providing direct access to the full relationship traversal. You can access Contact.Account.Name, Contact.Account.Type, and Lead.Company fields that standardreports can’t reach.
How to make it work
Step 1. Import Campaign Members with full relationship traversal.
Use Coefficient’s Objects & Fields import to select Campaign Member as your primary object. Include Contact.Account.Name, Contact.Account.Type, Contact.Account.Industry, Lead.Company, and Lead.Industry to access all relationship data in a single view.
Step 2. Create custom SOQL query for complete relationship access.
Use this query for comprehensive relationship data: SELECT Id, CampaignId, Campaign.Name, Campaign.Type, ContactId, Contact.Name, Contact.Account.Name, Contact.Account.Owner.Name, LeadId, Lead.Name, Lead.Company, Lead.Owner.Name, Status, HasResponded, CreatedDate FROM CampaignMember WHERE CreatedDate >= LAST_N_MONTHS:6. This shows all relationship connections that standard reports hide.
Step 3. Create unified Account/Company mapping in your spreadsheet.
Build a unified “Account/Company” column using =IF(ISBLANK(Contact_Account_Name), Lead_Company, Contact_Account_Name). This combines Contact.Account.Name and Lead.Company into consistent Account information regardless of Campaign Member type.
Step 4. Apply relationship-based filtering and analysis.
SalesforceFilter by Account Type, Account Industry, or Account Owner to analyze campaign performance by Account characteristics. Usedata to create pivot tables showing campaign effectiveness by Account segments.
Step 5. Set up automated refresh to maintain current relationship data.
Schedule regular refreshes to ensure relationship data stays current as Campaign Members are added or Account associations change. This maintains accuracy in your relationship analysis.
See complete Campaign Member relationships
Try Coefficient freeHidden Campaign Member to Account relationships limit your campaign analysis and prevent you from understanding which Accounts respond to your campaigns. Coefficient makes all relationship connections visible with complete data access.and see your complete Campaign Member relationships today.
