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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.”
SalesforceHigh Velocity Sales licensing costs $75+ per user per month just to track individual email activity in. There are several cost-effective alternatives that provide comprehensive email tracking without the hefty price tag.
You’ll learn how to create custom email tracking workflows that capture individual email metrics and build automated reporting dashboards using existing Salesforce objects and external integrations.
Create custom email tracking with Coefficient integration
CoefficientSalesforceenables several alternative email tracking approaches that bypass expensive licensing requirements. You can build custom email logging workflows that capture data from external sources and populatecustom objects for comprehensive reporting.
How to make it work
Step 1. Set up custom objects for email logging.
Create custom objects in Salesforce to store email metadata like send times, recipients, and subject lines. Use Coefficient’s scheduled exports to populate these objects with email data from external sources like Gmail or Outlook APIs, creating a comprehensive email activity database.
Step 2. Enhance Activity History data.
Pull comprehensive Activity History data using Coefficient’s advanced filtering to identify email activities within Task and Event records. Create calculated fields that categorize these activities and build email metrics dashboards that aggregate activity data by Contact, Lead, or Account.
Step 3. Implement hybrid tracking approach.
Export Contact and Lead data to Google Sheets or Excel, then integrate with Gmail or Outlook APIs outside of Salesforce to capture actual email sends. Use Coefficient’s import capabilities to bring this enhanced email data back into Salesforce custom objects for internal reporting.
Step 4. Build automated email logging workflow.
Set up scheduled exports of Contact and Lead changes to trigger email tracking processes. Create email activity snapshots using Coefficient’s snapshot feature and build comprehensive email send reports that combine Salesforce relationship data with external email tracking metrics.
Save thousands while getting better email insights
Build your customThis approach delivers enterprise-level email tracking capabilities without High Velocity Sales costs, using data integration to overcome Salesforce’s native reporting limitations.email tracking solution today.
