)
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.”
When the EmailMessage object contains incomplete data, Salesforce’s standard reporting becomes inadequate for comprehensive email tracking. You need to combine data from multiple objects to get accurate email volume reporting.
You’ll learn how to extract and consolidate email data from Tasks, Events, and partial EmailMessage records to create complete email reporting despite data limitations.
Compensate for incomplete EmailMessage data using Coefficient
CoefficientSalesforceSalesforceprovides a solution by extracting and combining data from multipleobjects to create more complete email reporting despite EmailMessage limitations in.
How to make it work
Step 1. Extract multi-source email data.
Import from EmailMessage, Task, and Event objects simultaneously to capture emails recorded in different locations. This ensures you don’t miss email activities that aren’t captured in EmailMessage records.
Step 2. Identify Task-based email activities.
Use custom filters to identify Task records with email-related subjects and activity types. Filter for tasks containing “Email,” “Sent,” or other email indicators in the subject line.
Step 3. Correlate Event-based email data.
Extract email-related Events and correlate them with actual sent emails. Look for Events that represent scheduled email sends or follow-up activities related to email campaigns.
Step 4. Consolidate partial EmailMessage data.
Combine partial EmailMessage data with Task and Event records to create comprehensive email activity reports. Use VLOOKUP and INDEX/MATCH functions to merge related records.
Step 5. Build gap analysis reporting.
Create reports that identify which email activities are captured where, helping optimize future email tracking. Use conditional formatting to highlight data sources for each email activity.
Step 6. Set up automated data reconciliation.
Schedule imports to continuously monitor and combine email data from multiple sources. Configure automated refreshes that maintain comprehensive email reporting despite incomplete data.
Step 7. Create email volume estimation.
Build calculated metrics that estimate total email volume based on available partial data. Use statistical formulas to project complete email activity from incomplete sources.
Build complete email reporting
Start buildingDon’t let incomplete EmailMessage data limit your email analysis. Coefficient helps you combine all available Salesforce email activity information for more accurate reporting than standard methods provide.comprehensive email reports that work with your data limitations.
