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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.”
For comprehensive call and email tracking, include core fields like Subject, ActivityDate, Status, Duration, plus relationship fields like Lead.Status, Contact.Title, and Opportunity.StageName to understand activity context and effectiveness.
SalesforceStandardactivity reports often miss critical fields needed for deep analysis. Here’s how to access all available fields and build complete activity tracking.
Access complete field data using Coefficient
CoefficientSalesforceimports all available Task and Event fields, including custom fields that aren’t visible in standardreports. This gives you access to the complete data set needed for meaningful call and email analysis.
How to make it work
Step 1. Import Event object fields for call tracking.
Pull in standard fields like Subject, StartDateTime, EndDateTime, Duration, WhoId, WhatId, and OwnerId. Add call-specific fields like CallType, CallDurationInSeconds, and CallDisposition to track call outcomes and effectiveness.
Step 2. Import Task object fields for email tracking.
Include core fields like Subject, ActivityDate, Status, Priority, plus email-specific fields like TaskSubtype and any custom engagement fields you’ve created such as Email_Campaign__c or Reply_Received__c.
Step 3. Add related object fields for context.
Import relationship fields like Lead.Status, Contact.Title, Account.Industry, and Opportunity.StageName in the same query. This lets you analyze call and email effectiveness by lead quality, contact seniority, or deal stage without separate reports.
Step 4. Include custom fields for deeper insights.
Use the Objects & Fields import method to discover all custom fields in your org. Include engagement scoring fields, campaign tracking fields, and outcome fields that your team has created for specific tracking needs.
Step 5. Add system fields for timing analysis.
Import CreatedDate and LastModifiedDate fields to analyze response times and activity patterns. Calculate metrics like time from lead creation to first call or average time between email touches.
Step 6. Set up field mapping for exports.
If you’re calculating engagement scores or activity effectiveness metrics, map these back to custom fields in Salesforce like Contact.Email_Engagement_Score__c or Lead.Call_Response_Rate__c for team visibility.
Get the complete picture of your activity data
Start buildingHaving access to all activity fields lets you build analysis that actually drives sales performance improvements. You can track patterns like call connection rates by lead source or email response rates by contact seniority.comprehensive activity reports with all the fields you need.
