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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.”
To enable HTML Email Status reporting, you need Enhanced Email enabled in Setup > Email Administration > Deliverability, Professional Edition or higher, and “View Setup and Configuration” permissions.
But even with proper configuration, the report type often remains unavailable due to Salesforce’s restrictive creation policies. Here’s how to get your email tracking data without the configuration headaches.
Skip Salesforce setup issues with direct data access using Coefficient
Coefficientconnects directly to the HTML Email Status object, eliminating the need for specific report types entirely. Instead of troubleshooting Salesforce configurations, you get immediate access to comprehensive email tracking data.
This approach provides more reliable email analytics than native Salesforce reports, with enhanced filtering and automation capabilities.
How to make it work
Step 1. Set up your Coefficient connection.
SalesforceInstall Coefficient and connect to yourorg. You only need standard API access – no elevated permissions required.
Step 2. Import directly from HTML Email Status object.
Use the “From Objects & Fields” import method to access the HTML Email Status object immediately. Select all engagement fields including Times Opened, First Open Date, Last Open Date, and Email Template ID.
Step 3. Create advanced email tracking reports.
Apply complex filtering beyond Salesforce’s native capabilities. Filter by engagement levels, date ranges, or recipient behavior patterns using AND/OR logic.
Step 4. Automate real-time monitoring.
Schedule hourly or daily refresh to monitor email engagement in real-time. Set up Slack or email alerts when specific engagement thresholds are met.
Step 5. Build comprehensive ROI analysis.
Combine HTML Email Status data with Campaign and Opportunity objects to track email-driven revenue attribution. Calculate conversion rates from email open to closed deals.
Get email insights without the wait
Start analyzingStop wrestling with Salesforce configuration issues. Access comprehensive email tracking data immediately with more advanced analytics than native HTML Email Status reports provide.your email performance today.
