How Do I Set Up My 'Open and Click' Report in Salesforce?

Open & Click Reports

Step 1: Select the Tasks and Events record type.

Step 2: Define the report parameters based on your desired time frame and hierarchy structure.

Step 3: Add a filter to remove internal emails logged to Salesforce. (e.g. Company/Account not equal to ToutApp Inc.)

Step 4: Select the Summary report format.

Step 5: Add the Subject, Assigned, and Tout Clicked/Tout Viewed fields to the report.

Step 6: Double-click on Add Formula within the Fields pane.

Step 7: Add a name to the formula, select Percent in the format, and select Grouping 1.


Step 8: Select Tout Clicked/Tout Viewed >Sum in the Summary Fields.


Step 9: Add a divide sign to the formula, and then select Record Count in the Summary fields – Save As.



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