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The HTML Email Status report type typically disappears due to feature enablement issues, edition limitations, or missing permissions that require Sales Cloud Einstein or specific licensing to function properly.
Here’s how to track email performance data without depending on this finicky report type, plus a more reliable method that works regardless of your Salesforce setup.
Track email status data directly from source objects using Coefficient
SalesforceCoefficientSalesforceInstead of troubleshooting missing report types, you can access email tracking data directly from the underlyingobjects.lets you pull data from EmailMessage, Task, and Contact/Lead activity objects that contain the email information you need – regardless of whether specific report types are available in youredition.
How to make it work
Step 1. Connect to Salesforce objects directly.
Open Coefficient and select “From Objects & Fields” to access Task objects for email activities, EmailMessage objects for Email-to-Case scenarios, or Contact/Lead activity history. This bypasses report type restrictions entirely.
Step 2. Apply filters for email-specific data.
Use Coefficient’s AND/OR filtering logic to isolate email activities by filtering Task records where Type equals “Email” or Subject contains email indicators. Add date range filters to focus on recent email activity.
Step 3. Enhance with external email platform data.
Connect your email platforms (Gmail, Outlook, or marketing tools) directly through Coefficient to pull engagement metrics like opens and clicks, then combine this with your Salesforce contact data for comprehensive email status reporting.
Step 4. Set up automated refreshes.
Schedule hourly or daily refreshes to maintain current email status data without depending on native Salesforce report types. This ensures your email tracking stays up-to-date automatically.
Get reliable email tracking that works every time
Start buildingThis approach eliminates dependency on specific Salesforce configurations while providing more comprehensive email tracking than standard reports.your email status dashboard today.
