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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 has several critical cross-object reporting limitations that prevent effective activity aggregation: EmailMessage objects can’t be included in custom report types with Tasks and Events, standard reports can’t combine activity types, and there’s no native support for rolling date calculations.
Here’s how to overcome these fundamental limitations and create comprehensive activity tracking that includes all activity types including EAC captured emails.
Overcome cross-object reporting restrictions using Coefficient
Coefficient eliminates the fundamental cross-object reporting limitations that restrict Salesforce activity tracking. You can create unified data imports that combine all activity types without object relationship restrictions, while applying complex date-based filters across all activity types simultaneously in Salesforce spreadsheet environments.
How to make it work
Step 1. Create unified data imports with custom SOQL.
Use custom SOQL queries to pull all activity types into a single dataset: SELECT Id, WhatId, ActivityDate, ‘Task’ as Type FROM Task WHERE WhatId != null UNION ALL SELECT Id, WhatId, ActivityDate, ‘Event’ as Type FROM Event WHERE WhatId != null UNION ALL SELECT Id, RelatedToId as WhatId, MessageDate as ActivityDate, ‘Email’ as Type FROM EmailMessage WHERE RelatedToId != null. This creates comprehensive activity views that Salesforce reports simply cannot provide.
Step 2. Apply advanced filtering across all activity types.
Use Coefficient’s filtering capabilities to apply complex date-based filters across all activity types simultaneously. Enable true rolling period calculations for opportunity activity counts that standard Salesforce reports cannot handle due to object relationship restrictions.
Step 3. Set up EAC email integration for complete coverage.
Specifically address EmailMessage object data that’s typically isolated from standard activity reporting. Include EAC captured emails in your unified activity tracking to ensure complete activity coverage that Salesforce’s native reporting limitations prevent.
Step 4. Export calculated metrics back to Salesforce.
Push calculated activity metrics back to Salesforce opportunity records using scheduled exports. This makes cross-object insights available throughout your org, overcoming the reporting limitations while providing comprehensive activity tracking across all types.
Start comprehensive activity tracking now
This eliminates the fundamental cross-object reporting limitations while providing comprehensive activity metrics across all activity types including EAC captured emails. Begin building your unified activity tracking system today.
