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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.”
Campaign Member reports don’t include Account fields by default due to Salesforce’s intentional design decisions around report type scope, relationship complexity, and performance optimization. These design choices prioritize simplicity and performance over comprehensive data access.
Here’s why these limitations exist and how to overcome them for complete Campaign Member and Account analysis.
Access complete Campaign Member and Account data using Coefficient
CoefficientSalesforce’sovercomesdesign limitations by providing flexible relationship traversal and user-controlled complexity. You can access any level of object relationships through custom queries without artificial scope restrictions.
How to make it work
Step 1. Use flexible relationship traversal for any object level.
Import Campaign Members with Contact.Account and Lead.Company relationships through Coefficient’s Objects & Fields method. This handles both polymorphic scenarios seamlessly without the complexity limitations that Salesforce imposes on standard reports.
Step 2. Control performance with selective field loading.
Choose specific fields rather than loading everything. Select Campaign.Name, Campaign.Type, Contact.Account.Name, Contact.Account.Industry, Lead.Company, Lead.Industry, and Campaign Member Status. This maintains performance while giving you the Account data you need.
Step 3. Create unified data model for polymorphic relationships.
Use a custom SOQL query to handle both Contact and Lead scenarios: SELECT Campaign.Name, Campaign.Type, Campaign.Status, CASE WHEN ContactId != null THEN Contact.Account.Name WHEN LeadId != null THEN Lead.Company END AS AccountCompany, Status, CreatedDate FROM CampaignMember. This creates a unified view that standard reports can’t provide.
Step 4. Implement caching and refresh strategies for performance.
SalesforceSet up automated hourly or daily refreshes to maintain current data without impactingperformance. Use dynamic filters pointing to cells for flexible campaign analysis without re-querying large datasets.
Step 5. Enable enhanced analysis through spreadsheet functions.
Use spreadsheet calculations for campaign ROI by Account, conversion rates by Account Industry, or response rates by Account Type. This level of analysis isn’t possible with standard Salesforce reports due to their design limitations.
Get unrestricted Campaign Member analysis
Try Coefficient freeSalesforce’s design limitations create artificial barriers to understanding your campaign performance by Account. Coefficient removes these barriers by providing complete data access with user-controlled complexity and performance optimization.and get comprehensive Campaign Member and Account insights today.
