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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 custom report types for Campaign Members with Account fields requires admin permissions and involves complex configuration challenges. The process requires establishing relationships between Campaign Members, Contacts, and Accounts, which can be technically challenging due to polymorphic relationships.
Here’s a superior alternative that gives you immediate access to Campaign Member and Account data without admin requirements or complex setup.
Skip custom report types with direct object access using Coefficient
CoefficientSalesforceprovides a superior alternative to custom report types by giving any user withAPI access immediate implementation. You get complete field access and can import any field from Campaign Member, Contact, Lead, and Account objects without admin involvement.
How to make it work
Step 1. Select Campaign Member as primary object without admin requirements.
Use Coefficient’s Objects & Fields method to select Campaign Member as your primary object. Choose all needed Campaign Member fields like Status, Response Date, Created Date, and Campaign information without waiting for IT tickets or admin approval.
Step 2. Include Contact relationship fields for Account access.
Add Contact.Name, Contact.Account.Name, Contact.Account.Industry, and Contact.Account.Type from the relationship fields. This gives you direct access to Account information that custom report types struggle to include consistently.
Step 3. Add Lead relationship fields for complete coverage.
Include Lead.Name, Lead.Company, Lead.Industry, and Lead.AnnualRevenue to capture Lead-based Campaign Members. This handles the polymorphic relationship challenge that makes custom report types complex.
Step 4. Use advanced SOQL for comprehensive data access.
Create a custom SOQL query: SELECT CampaignId, Campaign.Name, Campaign.Type, Campaign.StartDate, ContactId, Contact.Name, Contact.Account.Name, Contact.Account.Type, Contact.Account.Industry, Contact.Account.AnnualRevenue, LeadId, Lead.Name, Lead.Company, Lead.Industry, Lead.AnnualRevenue, Status, HasResponded, FirstRespondedDate, CreatedDate FROM CampaignMember ORDER BY Campaign.Name, Contact.Account.Name. This provides more field access than most custom report types.
Step 5. Set up automated refresh and export capabilities.
SalesforceSchedule regular refreshes to keep data current and use export capabilities to push analyzed data back toif needed. This enhanced functionality often exceeds what custom report types can provide.
Get Campaign Member and Account data faster
Start your free trialCustom report types create admin bottlenecks and complex maintenance requirements while often providing limited field access. Coefficient eliminates these barriers with immediate implementation and comprehensive data access.and get Campaign Member and Account data without the complexity.
