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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’s native reporting on Tasks and Events objects lacks the flexibility needed for comprehensive email activity analysis, especially when correlating email activities with sales outcomes and creating custom metrics.
You’ll learn how to build sophisticated email activity reports that combine Tasks and Events data with related objects to create insights that standard Salesforce reports can’t deliver.
Build advanced email activity reports using Coefficient
CoefficientSalesforceSalesforceprovides advanced capabilities for building sophisticated email activity reports usingTasks and Events objects that overcome nativereporting limitations.
How to make it work
Step 1. Import Tasks and Events simultaneously.
Extract both Tasks and Events objects with filters for email-related activity types like “Email,” “Send Email,” and “Email Response.” This captures all email activities regardless of how they’re recorded.
Step 2. Apply complex filtering logic.
Use AND/OR filtering to isolate specific email activities by date range, owner, related records, and custom criteria. Create precise filters that focus on the exact email activities you need to analyze.
Step 3. Access related object fields through lookups.
Include Account, Contact, Lead, and Opportunity information in your email activity reports through related field lookups. This provides complete context for each email activity.
Step 4. Create custom email volume calculations.
Use spreadsheet formulas to aggregate email activities by rep, territory, or time period. Build calculations like emails per lead, activity frequency, and performance comparisons.
Step 5. Build email sequence tracking.
Import related tasks and events to show email follow-up patterns. Track how email sequences progress and identify the most effective email cadences.
Step 6. Schedule automated report updates.
Set up automatic refresh schedules to maintain current email activity data without manual intervention. Keep your reports up-to-date with hourly, daily, or weekly refreshes.
Step 7. Generate email performance metrics.
Calculate advanced metrics like activities per lead, email-to-conversion ratios, and response timeframes using custom formulas that standard Salesforce reports cannot perform.
Transform your email activity analysis
Start buildingStop settling for basic Salesforce email activity reports. Coefficient extracts granular Tasks and Events data and enables the custom calculations you need for comprehensive email performance insights.advanced email activity reports that drive better sales results.
