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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 report type is typically available in higher-tier editions like Professional, Enterprise, and Unlimited with specific email tracking features enabled, often requiring Sales Cloud Einstein or advanced email functionality add-ons.
Edition upgrades may not be feasible due to cost constraints, but here’s how to get superior email status tracking capabilities regardless of your current Salesforce license level.
Create edition-independent email status tracking with enhanced functionality using Coefficient
CoefficientSalesforceSalesforceprovides superior email status tracking across anyedition by importing from standard objects that exist in all license levels. This approach creates comprehensive email status reports using Task, Contact, Lead, and Campaign Member data available in every edition, then enhances this with external email platform integration for engagement metrics that exceed even the highest-tiereditions’ native capabilities.
How to make it work
Step 1. Access edition-independent objects for email tracking.
Use Coefficient to import from Task objects for email activities, Contact/Lead objects for recipient data, and Campaign Member objects for campaign tracking. These objects exist across all Salesforce editions and contain the core email tracking information you need.
Step 2. Connect external email platforms for comprehensive metrics.
Bypass edition limitations by connecting email platforms directly through Coefficient. Import engagement metrics like opens, clicks, and deliverability from Gmail, Outlook, or marketing automation platforms regardless of your Salesforce edition’s built-in capabilities.
Step 3. Leverage custom fields across all editions.
Maximize email tracking potential by accessing any custom email fields your organization has created. Coefficient can pull data from custom objects and fields that provide edition-independent email status reporting capabilities.
Step 4. Set up automated reporting without edition dependencies.
Schedule refreshes that provide continuous email status tracking without requiring edition-specific features. Get real-time insights with customizable alerts that work regardless of your license level.
Step 5. Create enhanced functionality that exceeds native capabilities.
Combine Salesforce contact data with external email analytics to create reports that exceed the capabilities of the HTML Email Status report type, including cross-platform email tracking and automated performance monitoring.
Skip expensive upgrades and get better email tracking
Start buildingThis approach eliminates edition dependencies while providing more comprehensive email tracking than standard Salesforce functionality across all license levels.your edition-independent email tracking system today.
