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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.”
HTML Email Status report type visibility issues typically stem from feature enablement requirements, edition limitations that often require Sales Cloud Einstein, or incomplete Email-to-Case configuration in your org.
Instead of troubleshooting complex feature enablement processes, here’s how to get immediate access to email status data that works across all Salesforce editions without configuration headaches.
Create edition-independent email status tracking using direct object access with Coefficient
CoefficientSalesforceSalesforceeliminates dependency on specific report type availability by accessing email tracking data through standardobjects that exist in every org. This approach works across all Salesforce editions by importing from Task, EmailMessage, and Contact/Lead history objects, avoiding edition-specific report type limitations entirely while providing more flexible email tracking than standardreporting allows.
How to make it work
Step 1. Import from edition-independent objects.
Use Coefficient’s “From Objects & Fields” to access Task objects for email activities, Contact/Lead history for engagement tracking, or any custom email tracking fields your organization has created. These objects exist in all Salesforce editions.
Step 2. Apply feature-agnostic filtering.
Build email tracking functionality through Coefficient’s filtering capabilities without requiring specific Salesforce features. Filter Task records by Type, Subject keywords, or custom email indicators to isolate email activities regardless of your edition’s capabilities.
Step 3. Connect external email platforms for comprehensive tracking.
Integrate email platforms directly to supplement Salesforce data with engagement metrics like opens, clicks, and deliverability. This provides email tracking that may not be available through any native Salesforce report type, regardless of edition.
Step 4. Set up automated workarounds.
Schedule refreshes that automatically pull email status data from available objects. This provides consistent reporting regardless of report type availability issues or feature enablement status in your org.
Get reliable email tracking without feature dependencies
Start trackingThis approach provides immediate access to email status data while avoiding the complexity of feature enablement or edition upgrades.email performance across all your channels today.
