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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.”
Identifying missing email data in Salesforce requires comparing data across multiple objects and time periods, which native reporting tools simply cannot perform effectively.
Here’s how to create comprehensive email data audits that reveal where information is missing, inconsistent, or recorded in unexpected locations within your Salesforce org.
Identify email data gaps using Coefficient
CoefficientSalesforceSalesforceprovides data analysis capabilities that help identify gaps and inconsistencies inemail data capture by extracting and analyzing raw data from multipleobjects simultaneously.
How to make it work
Step 1. Extract multi-object data simultaneously.
Import from EmailMessage, Task, and Event objects at the same time to compare email activity records across different data sources. This reveals discrepancies in how email activities are captured.
Step 2. Perform historical data analysis.
Use custom date range filters to identify periods with unexpectedly low email volumes. Compare email activity levels across different time periods to spot data capture issues.
Step 3. Cross-reference email counts.
Extract data from different Salesforce objects and compare totals using spreadsheet formulas. Use COUNTIF and SUMIF functions to identify where email counts don’t match between objects.
Step 4. Create data gap reports.
Build reports that highlight discrepancies between expected and actual email activity volumes. Use conditional formatting to visually identify periods or reps with missing data.
Step 5. Build email audit trails.
Track which types of email activities are captured in which Salesforce objects. Create mapping reports that show where different email activities should appear versus where they actually are.
Step 6. Implement automated monitoring.
Set up scheduled imports and alerts to identify ongoing data capture issues. Configure notifications when email data volumes drop below expected thresholds.
Fix your email data gaps
Start auditingDon’t let missing email data undermine your sales analysis. Coefficient helps you identify exactly where email information is incomplete or inconsistent in your Salesforce org.your email data and build more reliable reporting processes.
