)
Written by
Table of Contents
“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 are missing because your Salesforce org needs Professional Edition or higher with Enhanced Email enabled, plus specific user permissions like “View Setup and Configuration” access.
But here’s the thing – even with proper setup, these report types can still be unavailable due to Salesforce’s restrictive policies. There’s a better way to get your email tracking data.
Access email tracking data directly using Coefficient
Coefficientbypasses Salesforce’s report type limitations by connecting straight to the HTML Email Status object through the API. This gives you immediate access to all email engagement data without waiting for report types to appear or dealing with permission issues.
Instead of troubleshooting Salesforce configurations, you can import email tracking data directly into your spreadsheet with more flexibility than native reports provide.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
SalesforceInstall Coefficient in your Google Sheets or Excel, then authorize yourconnection. You’ll need standard API access, which comes with most user licenses.
Step 2. Import from the HTML Email Status object.
Use Coefficient’s “From Objects & Fields” method to select the HTML Email Status object. This gives you access to all available fields like Email ID, Lead ID, Contact ID, First Open Date, Last Open Date, and Times Opened.
Step 3. Apply filters for your analysis needs.
Set up AND/OR filter logic to segment by date ranges, recipient types, or engagement levels. For example, filter for emails opened more than 3 times in the last 30 days.
Step 4. Automate with scheduled refreshes.
Set up hourly, daily, or weekly refresh schedules to keep your email tracking data current. Add Slack or email alerts when engagement thresholds are met.
Step 5. Combine with other Salesforce data.
Join HTML Email Status data with Campaign, Lead, and Opportunity objects to calculate email-to-conversion rates and ROI analysis that’s impossible with standard Salesforce reports.
Start tracking email performance today
Get startedDon’t wait for Salesforce report types to become available. Access your email tracking data immediately with more advanced analytics capabilities than native HTML Email Status reports provide.with Coefficient today.
