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Salesforce standard reporting can’t track meeting attribution “on behalf of” functionality across both Lead and Contact owners in unified reports. The platform lacks cross-object meeting attribution capabilities, especially for complex ownership scenarios.
Here’s how to build sophisticated meeting attribution tracking that captures true team collaboration patterns across your entire sales process.
Create meeting attribution tracking using Coefficient
CoefficientSalesforceSalesforceprovides sophisticated meeting attribution through comprehensive data import and relationship mapping. You’ll track who sets meetings for whom across both leads and contacts, with analytics thatandnative reporting can’t deliver.
How to make it work
Step 1. Import cross-object meeting data.
Create two Event imports from Lead and Contact relationships using “From Objects & Fields.” Include Lead Owner, Contact Owner, and Created By fields. Filter specifically for meeting-type events using Subject contains “meeting” or Event Type = “Meeting” criteria.
Step 2. Set up “on behalf of” tracking columns.
Include both Event Owner and Related Record Owner fields in your imports. Create calculated columns that identify when meetings are set by different users than record owners. Use formulas like =IF(A2=B2,”Self-Scheduled”,”Team-Scheduled”) where A2 is Event Owner and B2 is Record Owner.
Step 3. Build meeting attribution analytics.
Create formulas distinguishing self-scheduled vs. team-scheduled meetings. Use =COUNTIFS(RecordOwner:RecordOwner,A2,AttributionType:AttributionType,”Team-Scheduled”) to count meetings set on behalf of each owner. Map meeting setter vs. record owner for proper attribution analysis.
Step 4. Create unified meeting dashboard.
Build pivot tables showing meeting volume by record owner regardless of who scheduled them. Track meeting attribution across sales development and account executive handoffs using cross-reference tables that connect meeting scheduling to opportunity creation.
Step 5. Track meeting source attribution.
Create analytics showing which team members generate meetings for different owners. Use formulas like =COUNTIFS(MeetingSetter:MeetingSetter,A2,RecordOwner:RecordOwner,B2) to build team collaboration metrics showing meeting generation patterns.
Step 6. Enable automated attribution tracking.
Set up real-time meeting tracking with hourly refresh options. Use Scheduled Snapshots to preserve weekly attribution metrics for trend analysis. Connect meeting scheduling to opportunity creation with formulas that track conversion patterns.
Get complete meeting attribution visibility
Start trackingThis eliminates Salesforce’s limitation where Lead and Contact meeting activities exist in completely separate reporting domains, providing true cross-object meeting attribution with team collaboration insights.your meeting attribution today.
