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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.”
Creating cross-object formula fields to display Account Name on Campaign Member objects faces significant Salesforce limitations. Campaign Members cannot reference Account fields directly because the relationship path exceeds Salesforce’s cross-object formula depth restrictions.
Here’s why formula fields won’t work and a better approach that gives you immediate access to Account Names without complex customizations.
Skip formula field workarounds with direct field access using Coefficient
CoefficientSalesforce’seliminates the need for complex formula workarounds by providing direct access to Account information throughAPI. You can import Campaign Members with Contact.Account.Name and Lead.Company fields immediately, without any formula field creation.
How to make it work
Step 1. Import Campaign Members with direct Account field access.
Use Coefficient’s Objects & Fields import to select Campaign Member as your primary object. Include Contact.Account.Name, Contact.Account.Type, Lead.Company, and Lead.Industry directly from the relationship fields.
Step 2. Create a comprehensive data retrieval query.
Use Coefficient’s custom SOQL feature with this query: SELECT Id, CampaignId, Campaign.Name, Contact.Name, Contact.Account.Name, Contact.Account.Type, Lead.Name, Lead.Company, Lead.Industry, Status, CreatedDate FROM CampaignMember. This pulls all Account and Company information in one import.
Step 3. Build spreadsheet-based formulas for unified Account data.
Create a calculated column in your spreadsheet that combines Account Name and Company fields using =IF(B2<>“”, B2, C2) where B2 is Contact.Account.Name and C2 is Lead.Company. This handles both Contact and Lead scenarios.
Step 4. Apply conditional logic for Contact vs Lead scenarios.
Use additional formulas to identify whether Campaign Members are Contacts or Leads: =IF(ContactId<>“”, “Contact”, “Lead”). This helps you understand the source of your Account/Company information.
Step 5. Set up automatic refresh to maintain current relationships.
SalesforceSchedule regular refreshes into keep Account and Company data current as relationships change. This ensures your analysis always reflects the latest Campaign Member associations.
Access Account data without customization
Start your free trialCross-object formula fields create complexity and still can’t handle the Campaign Member to Account relationship. Coefficient provides immediate access to Account Names and Company information without requiring Salesforce customization or admin rights.and get Account data in your Campaign Member reports today.
