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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.”
When HTML Email Status report type doesn’t appear in your report builder, it’s usually due to missing feature flags, edition restrictions, or incomplete Email-to-Case setup requirements.
Instead of wrestling with complex enablement processes, here’s a more reliable way to access the same email tracking data without depending on specific report type availability.
Build custom email status reports using direct object access with Coefficient
CoefficientSalesforceSalesforcelets you create email status reports by importing directly fromobjects that store email data, completely bypassing the need for the HTML Email Status report type. This approach works immediately without requiring administrative changes or feature enablement in yourorg.
How to make it work
Step 1. Access email data through available objects.
Use Coefficient’s “From Objects & Fields” functionality to import from EmailMessage, Task, or Contact/Lead activity history objects. These contain the email tracking information you need and are available regardless of report type restrictions.
Step 2. Build equivalent reports with custom field selection.
Select specific email tracking fields from available objects to recreate the functionality of HTML Email Status reports. Choose fields like Subject, Status, CreatedDate, and recipient information to build comprehensive email tracking views.
Step 3. Add external email platform integration.
Connect email platforms directly through Coefficient to supplement Salesforce data with engagement metrics like opens, clicks, and delivery status that may not be captured in native Salesforce objects.
Step 4. Set up automated email tracking.
Schedule refreshes to automatically update your email status data throughout the day. This provides real-time email performance metrics without relying on potentially restricted native report types.
Skip the setup hassles and start tracking immediately
Build your email status reportsThis method provides immediate access to email tracking data while avoiding administrative overhead and permission requests.right now without waiting for IT approval.
