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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.”
Traditional Salesforce workarounds for displaying Account information in Campaign Member reports are cumbersome and limited. Custom report types require admin permissions, joined reports have poor export capabilities, and formula fields don’t solve Lead-based Campaign Members.
Here’s the most effective workaround that bypasses these restrictions and gives you comprehensive Account information without complex setup.
Comprehensive Account data workaround using Coefficient
CoefficientSalesforce’sprovides the most effective workaround by bypassingrestrictions entirely. You get unified Campaign Member and Account data without admin permissions, complex setup, or ongoing maintenance.
How to make it work
Step 1. Use single-query solution for comprehensive data.
Create a custom SOQL import in Coefficient: SELECT Campaign.Name, Campaign.Type, Campaign.Status, Contact.Name, Contact.Title, Contact.Account.Name, Contact.Account.Type, Contact.Account.Industry, Lead.Name, Lead.Title, Lead.Company, Lead.Industry, Status, HasResponded, FirstRespondedDate, CreatedDate FROM CampaignMember WHERE Campaign.StartDate >= LAST_N_DAYS:90. This pulls all Account and Company information in one query.
Step 2. Import Campaign Members with Contact and Lead IDs for multi-import strategy.
If you prefer separate imports, start with Campaign Members including Contact and Lead IDs. Then import Accounts with Contact relationships separately. Use VLOOKUP or INDEX/MATCH functions to join the data in your spreadsheet.
Step 3. Apply dynamic filters for flexible campaign selection.
Use dynamic filters that point to cells in your spreadsheet for campaign selection. This allows you to change campaigns, date ranges, or Campaign Member statuses without editing import settings.
Step 4. Set up automated refresh workflow for current data.
Schedule hourly or daily refreshes to maintain current Campaign Member and Account data. Set up Slack or email alerts when new Campaign Members are added to stay informed of campaign activity.
Step 5. Create unified Account/Company column for consistent analysis.
Use a formula like =IF(ISBLANK(Contact_Account_Name), Lead_Company, Contact_Account_Name) to create a single column that shows Account information for both Contact and Lead-based Campaign Members.
Implement the best workaround today
SalesforceStart your free trialTraditionalworkarounds create more problems than they solve with complex setup and limited functionality. Coefficient provides a comprehensive solution that works immediately without admin permissions or ongoing maintenance.and get complete Campaign Member and Account data today.
