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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’s native reporting falls short when tracking individual email sends because the EmailMessage object captures incomplete data and standard reports can’t filter email activities effectively.
Here’s how to build comprehensive individual email tracking reports that show exactly which emails were sent to specific leads and contacts, complete with timing and sender details.
Extract complete email data using Coefficient
CoefficientSalesforce’sSalesforcesolvesemail tracking limitations by pulling data directly from multipleobjects simultaneously. You can combine EmailMessage, Task, and Event data to create the complete picture that native reports miss.
How to make it work
Step 1. Import EmailMessage data with custom filters.
Connect to your Salesforce org and import from the EmailMessage object. Apply filters for specific date ranges, recipient criteria, and sender information to focus on the email sends you need to track.
Step 2. Combine Task and Event data for complete coverage.
Import Task and Event objects simultaneously using custom SOQL queries. Filter for email-related activity types like “Email,” “Send Email,” and “Email Response” to capture activities that might not appear in EmailMessage records.
Step 3. Create custom calculations for individual tracking.
Use spreadsheet formulas to calculate individual email metrics per lead and contact. Track metrics like email frequency, response timing, and engagement patterns that aren’t available in native Salesforce reports.
Step 4. Set up automated refresh schedules.
Schedule hourly, daily, or weekly refreshes to maintain current email tracking data. This keeps your individual email reports up-to-date without manual intervention.
Step 5. Apply dynamic filtering for flexible analysis.
Use dynamic filters that reference cell values to adjust your analysis by lead source, date range, or sales rep activity without editing import settings.
Start tracking individual emails today
Get startedStop struggling with incomplete Salesforce email reports. Coefficient gives you the granular email tracking data you need to understand individual lead and contact engagement patterns.with your comprehensive email tracking solution.
