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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.”
Salesforcelacks standard report types for individual email sends to Contacts and Leads, and the Email Messages object captures incomplete data—often missing 80% or more of actual emails sent.
Here’s how to overcome these fundamental limitations and create comprehensive individual email metrics without requiring High Velocity Sales licensing or expensive add-ons.
Extract email data that standard Salesforce reports miss
CoefficientSalesforcedirectly addresses multipleemail reporting limitations by accessing data that native reports simply can’t reach. You can pull from all available email-related objects simultaneously and create calculations that Salesforce dashboards cannot perform.
How to make it work
Step 1. Use custom SOQL queries for comprehensive data extraction.
Pull email data that standard Salesforce reports miss by using custom SOQL queries through Coefficient. Access related object fields through lookups to connect email activity with Contact and Lead data, and import from Tasks, Events, Activities, and Email Messages objects simultaneously for complete coverage.
Step 2. Create advanced email metrics calculations.
Build calculated email open rates, response rates, and engagement metrics in Google Sheets or Excel using the imported data. Create email sequence tracking by connecting multiple email touchpoints and generate email activity trends that Salesforce’s native reports cannot produce.
Step 3. Set up automated email activity reporting.
Schedule hourly or daily imports to capture email data as it’s created in Salesforce. Set up email alerts when email metrics change or new patterns emerge, and create email send reporting dashboards with real-time updates that refresh automatically.
Step 4. Build comprehensive email performance dashboards.
Combine all email data sources into dynamic dashboards that show email activity by rep, campaign, or time period. Use Formula Auto Fill Down to maintain calculations as new data arrives and create historical email tracking that reveals long-term engagement trends.
Get complete email visibility without platform limitations
Start buildingThis approach provides comprehensive individual email metrics without High Velocity Sales licensing, directly overcoming Salesforce’s fundamental email tracking and reporting limitations.your advanced email metrics dashboard today.
