)
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.”
Segment by Lead record types (Inbound vs. Outbound), Opportunity record types (New Business vs. Renewal), and Account record types (Customer vs. Prospect) to analyze activity patterns and requirements across different business scenarios.
Salesforcenative record type segmentation is limited and doesn’t show cross-record-type relationships or comparative analysis. Here’s how to build comprehensive segmentation that reveals activity patterns across your entire sales process.
Build advanced record type segmentation using Coefficient
CoefficientSalesforceenhances segmentation through dynamic filtering, custom SOQL queries, and multi-object analysis. You can create comparative views and analyze activity patterns across record type combinations that aren’t possible with standardreporting.
How to make it work
Step 1. Import multi-object data with record types.
Pull in Lead, Opportunity, and Account data simultaneously with their respective record types. Include fields like RecordType.Name, RecordType.Id, and related activity data to analyze patterns across all objects in one view.
Step 2. Set up dynamic record type filtering.
Use Dynamic Filters to point to cells containing record type values. Filter RecordType.Name = C3 where C3 contains “Enterprise Opportunity” to instantly switch between segments without rebuilding reports. This makes comparative analysis much faster.
Step 3. Create cross-record-type analysis.
Use custom SOQL queries to analyze complex record type combinations like “SELECT Id, Subject, ActivityDate, Account.RecordType.Name, Opportunity.RecordType.Name FROM Task WHERE Account.RecordType.Name = ‘Strategic Account’ AND Opportunity.RecordType.Name = ‘New Business'”.
Step 4. Build comparative segmentation metrics.
Create formulas that compare activity patterns across record types. For example, calculate average activities per deal by record type using =AVERAGEIFS(Activity_Count,RecordType.Name,”Enterprise”) vs. =AVERAGEIFS(Activity_Count,RecordType.Name,”SMB”) to identify different touch requirements.
Step 5. Calculate segment-specific performance metrics.
Build conversion rates, average deal size, and activity-to-close ratios by record type combinations. Use COUNTIFS and AVERAGEIFS functions to analyze which record type patterns require more or less sales effort.
Step 6. Set up automated segmented scoring.
Use Scheduled Exports to update segment-specific fields like Enterprise_Activity_Score__c or SMB_Engagement_Level__c based on record type performance analysis. This gives your sales team automatic prioritization based on segment patterns.
Discover how record types drive different sales strategies
Start buildingAdvanced segmentation reveals insights like “Inbound Enterprise leads on Strategic accounts require 60% fewer touches to convert than Outbound SMB leads.” This analysis helps you set appropriate activity expectations and coach reps on segment-specific strategies.record type segmentation that optimizes your sales approach for each business scenario.
