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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 report type limitations for Campaign Members and Account Name stem from restrictive object relationship traversal. The “Campaigns with Campaign Members” report type excludes Account-level fields due to relationship depth restrictions and polymorphic relationship complexity.
Here’s how these limitations work and the most effective way to overcome them for complete Campaign Member analysis.
Overcome report type restrictions with direct object access using Coefficient
CoefficientSalesforce’sovercomesreport type limitations by connecting directly to objects through API calls. This eliminates scope restrictions and gives you access to any field from related objects without being limited by pre-configured report type boundaries.
How to make it work
Step 1. Connect directly to Campaign Member object bypassing report types.
Use Coefficient’s Objects & Fields import to access Campaign Member data directly. This eliminates the field scope boundaries that standard report types impose and gives you access to all available relationship fields.
Step 2. Execute custom SOQL queries for multiple relationship levels.
Create a custom SOQL query: SELECT CampaignId, Campaign.Name, Campaign.Type, ContactId, Contact.Name, Contact.Account.Name, Contact.Account.Industry, LeadId, Lead.Name, Lead.Company, Lead.Industry, Status, HasResponded, CreatedDate FROM CampaignMember WHERE Campaign.IsActive = true. This traverses multiple relationship levels that report types can’t handle.
Step 3. Create unified data model for polymorphic relationships.
SalesforceUse spreadsheet formulas to combine Contact.Account.Name and Lead.Company into a single “Account/Company” column. This solves the polymorphic relationship challenge that standardreport types struggle with.
Step 4. Apply complex filtering logic across multiple objects.
Filter by Campaign Type, Account Industry, Lead Industry, Campaign Member Status, or date ranges using AND/OR logic. This level of cross-object filtering isn’t possible with standard report types.
Step 5. Set up automated refresh for real-time data access.
Schedule regular refreshes to maintain current data without being limited by pre-configured report type field selections. Use dynamic filters for flexible campaign analysis without editing import settings.
Break free from report type limitations
Try Coefficient freeSalesforce report type limitations create artificial barriers to accessing your Campaign Member and Account data. Coefficient removes these barriers by providing direct access to all available fields and relationships.and get unrestricted access to your Salesforce data today.
