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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.”
Missing Account Name fields in Campaign Member reports stem from Salesforce’s report type relationship limitations. The standard report type doesn’t traverse the Campaign Member → Contact → Account relationship chain, leaving Account data inaccessible.
Here’s the definitive fix that gives you immediate access to Account Names and other Account fields in your Campaign Member analysis.
Fix missing Account fields with direct object access using Coefficient
CoefficientSalesforce’sprovides the definitive fix by bypassingreport type constraints entirely. You get direct access to Campaign Member data with all related Account information through custom queries and object imports.
How to make it work
Step 1. Use custom SOQL query for immediate results.
Create a custom SOQL import in Coefficient with this query: SELECT Id, CampaignId, Contact.Name, Contact.Account.Name, Contact.Account.Industry, Status FROM CampaignMember WHERE Contact.Account.Name != null. This directly pulls Account Names for Contact-based Campaign Members.
Step 2. Include Lead Company data for complete coverage.
Expand your query to include Lead relationships: SELECT CampaignId, Campaign.Name, Contact.Account.Name, Lead.Company, Status, CreatedDate FROM CampaignMember. This captures both Account Names from Contacts and Company names from Leads.
Step 3. Apply dynamic filters for flexible campaign selection.
Add WHERE clauses to focus on specific campaigns or timeframes. Use Campaign.IsActive = true for active campaigns only, or CreatedDate >= LAST_N_DAYS:30 for recent Campaign Members.
Step 4. Set up automated refresh to maintain current data.
SalesforceSchedule hourly or daily refreshes into keep your Campaign Member and Account data up-to-date. Use dynamic filters pointing to cells for campaign selection without editing import settings.
Step 5. Create unified reporting columns.
Use spreadsheet formulas to combine Contact.Account.Name and Lead.Company into a single “Account/Company” column. This gives you consistent Account information regardless of Campaign Member type.
Get complete campaign insights now
Start your free trialMissing Account fields limit your campaign analysis and decision-making. Coefficient eliminates these gaps by providing direct access to all Campaign Member and Account relationships in real-time.and fix your Campaign Member reporting today.
