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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.”
Salesforce’s EmailMessage object has technical constraints that cause incomplete email history reporting. Emails from different channels aren’t captured consistently, and API limitations affect data availability.
You’ll learn how to identify these data gaps and work around them by combining multiple Salesforce objects to create more complete email history reports.
Identify and fill email data gaps using Coefficient
CoefficientSalesforceSalesforcecan’t solve the underlying data capture issues in, but it helps you identify where email data actually lives and combines all available sources for the most complete picture possible in.
How to make it work
Step 1. Extract all available EmailMessage records.
Use custom SOQL queries to access EmailMessage fields that standard reports miss. Pull all available email records with comprehensive field selection to see what data is actually captured.
Step 2. Cross-reference Task and Event objects.
Import Task and Event data simultaneously to identify email activities recorded in different locations. Many email activities get logged as Tasks or Events instead of EmailMessage records.
Step 3. Create data comparison reports.
Import from multiple objects at once to highlight discrepancies in email tracking. Compare EmailMessage counts with Task-based email activities to identify gaps in your email history.
Step 4. Build comprehensive email audit reports.
Combine EmailMessage, Task, and Event data in a single analysis to get the fullest picture of email activity. Use formulas to consolidate email data from all sources.
Step 5. Monitor data capture consistency.
Schedule automated data extractions to track email data capture over time. Set up alerts to identify when email data capture drops unexpectedly.
Get the complete email picture
Start buildingDon’t let incomplete EmailMessage data limit your email analysis. Coefficient helps you find and combine all available email data sources in Salesforce for more accurate reporting.comprehensive email history reports today.
