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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.”
SalesforceStandardreports fail to capture the full scope of email communications, missing critical data from multiple objects and leaving gaps in your email activity analysis.
Here’s how to export comprehensive email data from all available sources and create complete email activity reports that reveal the true extent of your team’s communication efforts.
Export all available email data with comprehensive object extraction
CoefficientSalesforceenables comprehensive email data export when native reporting capabilities fall short. You can extract email-related data from multipleobjects simultaneously and create email metrics calculations that standard reports cannot perform.
How to make it work
Step 1. Extract data from all email-related objects.
Export comprehensive email data from Email Messages, Tasks, Events, and Activity objects using Coefficient’s custom SOQL queries. Apply complex filtering to capture email data that standard exports miss, and pull related Contact, Lead, and Account data to provide complete context for each email interaction.
Step 2. Set up automated export workflow.
Schedule automated exports (hourly, daily, or weekly) to capture email data continuously as it’s created in Salesforce. Apply advanced filtering to isolate specific email activities or campaigns, and export custom object data if you’ve implemented email tracking solutions within your org.
Step 3. Create enhanced email reporting framework.
Build email metrics dashboards with calculations that Salesforce cannot perform, including response rate tracking and email sequence performance metrics. Create email send reporting with historical trending and forecasting, and analyze email activity by rep, team, territory, or product line.
Step 4. Integrate with external email data.
Combine exported Salesforce email data with external email platform metrics from Gmail or Outlook. Create comprehensive email tracking that spans multiple communication channels and build email activity reports that include lead scoring and opportunity correlation analysis.
Get complete email data visibility beyond standard reports
Start exportingThis approach provides complete email data visibility when Salesforce’s standard reports fail to capture the full scope of email communications and metrics.your comprehensive email data today.
