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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 reporting requires “View Setup and Configuration” permission, Read access to HTML Email Status object, Enhanced Email enabled, and Professional Edition or higher with potential custom report type creation permissions.
These permission requirements create administrative overhead and often block users from accessing email tracking data they need for their daily work.
Simplify permission requirements using Coefficient
Coefficientreduces complex permission requirements by leveraging your existing Salesforce API access. Instead of navigating Salesforce’s intricate permission matrix, you only need standard API access and Read permission on the HTML Email Status object.
This eliminates the need for elevated permissions while providing more advanced email analytics than native Salesforce reports.
How to make it work
Step 1. Verify your basic API access.
CoefficientSalesforceMost Salesforce user licenses include API access. Connectto yourorg to confirm you can access the HTML Email Status object without additional permissions.
Step 2. Import email engagement data directly.
Use object-level import to access all HTML Email Status fields. Import engagement metrics like open rates and click tracking with automatic refresh scheduling.
Step 3. Combine with campaign and lead data.
Join email tracking data with Campaign and Lead objects for conversion tracking. Calculate email-to-opportunity conversion rates without requiring additional Salesforce permissions.
Step 4. Create team-wide dashboards.
Build email performance dashboards accessible via Google Sheets or Excel sharing. Team members can view email analytics without individual Salesforce permission requirements.
Step 5. Export insights back to Salesforce.
Push email engagement scores back to Lead and Contact records using Coefficient’s export functionality. Sales teams get visibility into email performance directly in Salesforce.
Access email data without permission headaches
Start trackingSkip the complex permission setup and administrative overhead. Get comprehensive email tracking analytics with minimal permission requirements while providing more insights than native Salesforce reports.email performance today.
