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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 typically requires “View All Data” permissions or specific email tracking permissions, plus features like Sales Cloud Einstein Email or Email-to-Case enabled in your org.
Getting these elevated permissions can be challenging due to security policies or licensing costs, but there’s a better way to access email status data within your existing permission structure.
Access email tracking data within your current Salesforce permissions using Coefficient
CoefficientSalesforceSalesforceworks within your existingpermissions to access email tracking data. If you can view email data in standard objects like Tasks or EmailMessage, Coefficient can import and report on it without requiring additional permissions or expensive license upgrades in yourorg.
How to make it work
Step 1. Work with your current object-level access.
Use Coefficient to access email tracking data through standard objects you can already view. Import from Task objects for email activities, EmailMessage for email-to-case scenarios, or Campaign Member objects for email campaign tracking.
Step 2. Leverage custom fields for email tracking.
If your org uses custom fields for email tracking, Coefficient can access these regardless of standard report type availability. Pull data from any custom email status fields your team has created.
Step 3. Combine with external email platform data.
Connect external email platforms to combine Salesforce contact data with email engagement metrics from Gmail, Outlook, or marketing automation tools. This creates comprehensive email status reports without requiring additional Salesforce permissions.
Step 4. Apply filtering for compliance.
Use Coefficient’s advanced filtering capabilities to maintain data governance while accessing email tracking information. Filter by user, date range, or record ownership to stay within your permission boundaries.
Get comprehensive email tracking without permission headaches
Start trackingThis approach eliminates the need to request additional permissions while providing more comprehensive email tracking than the standard HTML Email Status report type.email performance data within your current access level today.
