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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 Salesforce Professional Edition or higher with Enhanced Email enabled. Essential, Group, and Contact Manager editions don’t have access to this functionality.
Even with the correct edition, many orgs face restrictions in creating HTML Email Status report types due to administrative limitations or complex permission requirements.
Eliminate edition restrictions using Coefficient
Coefficienteliminates edition-based restrictions by leveraging API access available across all Salesforce editions that support API connectivity (Professional+). This provides consistent email tracking capabilities that often surpass native Salesforce HTML Email Status reporting.
You get advanced email analytics regardless of your specific Salesforce edition limitations.
How to make it work
Step 1. Verify your API access.
CoefficientSalesforceProfessional, Enterprise, and Unlimited editions include API access. Connectto yourorg to confirm HTML Email Status data availability regardless of report type restrictions.
Step 2. Access complete HTML Email Status fields.
Import all available object fields including engagement timestamps, recipient details, and email template information. This data is often more comprehensive than what’s available in standard Salesforce reports.
Step 3. Build advanced email metrics.
Calculate email engagement rates, response timing analysis, and recipient behavior patterns using spreadsheet formulas. These advanced analytics capabilities often exceed what’s available in higher Salesforce editions.
Step 4. Set up automated reporting.
Schedule email performance reports with hourly refresh and automated distribution. This functionality is often limited in lower Salesforce editions but works consistently with Coefficient across all supported editions.
Step 5. Create cross-edition compatibility.
Build email tracking systems that work consistently whether you’re on Professional, Enterprise, or Unlimited editions. Avoid feature restrictions that vary between Salesforce tiers.
Get consistent email analytics across all editions
Start trackingDon’t let Salesforce edition limitations restrict your email tracking capabilities. Access comprehensive email analytics that work consistently across all supported editions with more detailed insights than native reports.email performance regardless of your Salesforce edition.
