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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 types don’t appear in Salesforce’s report builder due to missing Enhanced Email configuration, insufficient edition requirements, or object-level permission restrictions that limit report type visibility.
The report builder also has inherent limitations in displaying specialized objects like HTML Email Status, even when properly configured.
Bypass report builder limitations using Coefficient
Coefficienteliminates report builder visibility issues by connecting directly to the HTML Email Status object. This provides immediate access to email tracking data with superior analysis capabilities compared to standard Salesforce reports.
You get comprehensive email engagement analytics without depending on Salesforce’s report builder limitations.
How to make it work
Step 1. Connect directly to HTML Email Status object.
SalesforceUse Coefficient’s “From Objects & Fields” method to import from the HTML Email Status object. Access all available fields regardless of report type availability in yourorg.
Step 2. Apply advanced filtering logic.
Create complex AND/OR filter combinations for email engagement analysis. For example, filter for emails opened more than 3 times AND first opened within 24 hours of sending.
Step 3. Set up automated tracking.
SalesforceSchedule hourly refresh to monitor email performance in real-time. This provides dynamic tracking that’s impossible with staticreports.
Step 4. Build cross-object analysis.
Combine HTML Email Status data with Campaign, Lead, and Opportunity objects. Calculate email-to-conversion rates and track the complete customer journey from email engagement to closed deals.
Step 5. Create custom engagement metrics.
Build email engagement scores and recipient behavior patterns using spreadsheet formulas. These advanced calculations aren’t available in standard Salesforce HTML Email Status reports.
Start advanced email tracking now
Begin trackingDon’t wait for report builder issues to resolve. Get immediate access to comprehensive email tracking data with more sophisticated analysis capabilities than native Salesforce reporting provides.email performance today.
