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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.”
SalesforceThe Email Messages object intypically captures only a fraction of your actual email activity—often showing just 657 emails over several years when thousands were actually sent.
Here’s how to extract maximum value from incomplete email data and create comprehensive email activity reports that reveal the full picture of your team’s communication efforts.
Pull data from multiple Salesforce objects using Coefficient
CoefficientSalesforcesolves this challenge by combining data from multipleobjects that native reports can’t easily access. Instead of relying solely on the incomplete Email Messages object, you can create a comprehensive view by pulling from Tasks, Events, Activities, and Email Messages simultaneously.
How to make it work
Step 1. Extract data from all email-related objects.
Use Coefficient’s custom SOQL query feature to pull data from Email Messages, Tasks, Events, and Activity History objects with complex filters. This captures email activities that may be logged differently across these objects, giving you a more complete dataset than any single object provides.
Step 2. Connect email activity with contact and lead data.
Import related Contact and Lead records using Coefficient’s lookup functionality to connect email activities with the people you’re communicating with. This creates context around your email data that helps identify patterns and measure engagement by account or opportunity.
Step 3. Set up automated tracking workflow.
Schedule hourly or daily imports to continuously pull the available email data as it’s created. Use Formula Auto Fill Down to calculate email metrics like response rates and follow-up timing, then create dynamic dashboards that update automatically as new email data becomes available.
Step 4. Build comprehensive email activity reports.
Combine all the imported data into a single dashboard that shows email volume trends, response patterns, and engagement metrics by rep or territory. Apply advanced filtering to identify gaps in the data and use historical patterns to estimate actual email volumes.
Get complete email visibility without expensive add-ons
Start buildingThis approach overcomes Salesforce’s fundamental email tracking limitations and provides comprehensive email metrics without requiring High Velocity Sales licensing.your complete email activity dashboard today.
