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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 export tools can’t combine leads with their related activities, notes, and interaction history in a single export, making comprehensive lead analysis and engagement tracking nearly impossible.
Here’s how to extract leads with complete activity data in a unified format that preserves all engagement history and relationships.
Extract comprehensive lead engagement data using Coefficient
Coefficient excels at extracting leads with complete activity data through multiple approaches. You can include activity summary fields directly in lead imports, create separate activity object imports, or use custom SOQL queries to join multiple objects with proper relationship mapping.
How to make it work
Step 1. Set up your primary lead import with activity summary fields.
Connect Salesforce to your spreadsheet through Coefficient. Use “From Objects & Fields” to select the Lead object and include activity-related fields like LastActivityDate, LastModifiedDate, and any custom activity summary fields your org has created.
Step 2. Create separate imports for detailed activity objects.
Set up individual imports for Task, Event, and Note objects filtered by lead relationships. Use filters like “WhoId = Lead.Id” for tasks and events, and “ParentId = Lead.Id” for notes. This captures all activities with complete details including descriptions, dates, and outcomes.
Step 3. Import email activity and interaction history.
Create an import from the EmailMessage object to capture email interactions related to your leads. Filter by RelatedToId or other relationship fields to connect emails to specific leads and build a complete communication history.
Step 4. Use lookup fields to include activity summaries in lead data.
When setting up your lead import, include related activity information through Salesforce lookup relationships. Add fields that show the most recent activity type, last communication method, and next scheduled follow-up activities directly in your lead export.
Step 5. Set up ongoing activity tracking with scheduled refreshes.
Configure automatic refreshes to maintain current activity data and use the Append New Data feature to build historical activity logs over time. This creates a comprehensive lead engagement database that updates automatically as new activities are logged.
Build a comprehensive lead engagement database
This approach creates a complete view of lead engagement that’s impossible to achieve with standard Salesforce exports, combining current lead data with full activity history in one accessible format. Start tracking complete lead engagement today.
