How to report contacts reached and engagement
When to use this guide: Use this when you want person-level metrics (how many people were emailed, who opened, who replied) from OutboundSync custom fields.
This works whether you log Tasks or EmailMessages. You need OutboundSync custom fields enabled on the Lead and/or Contact object your webhook updates — Task custom fields are not required.
Prerequisites
Section titled “Prerequisites”- OutboundSync custom fields created on Lead and/or Contact (optional Task fields are not needed here). See Which Salesforce fields are updated.
- Know whether your webhook syncs Leads or Contacts — use that object’s report type.
- Activity has synced at least once so last-touch fields have values.
Create a Lead or Contact report
Section titled “Create a Lead or Contact report”- In Salesforce Lightning, open Reports → New Report.
- Choose Leads or Contacts (match your webhook person object).
- Add columns for identity (Name, Email, Company/Account) plus the OutboundSync fields you care about.
Filter for people reached
Section titled “Filter for people reached”To count people who received at least one synced send:
- Filter Last email sent time (
OSLastSentTime__c) not equal to blank (or “is set,” depending on your report UI).
Optional: add a date range on OSLastSentTime__c (This Month / This Quarter) for a rolling cohort.
Save as something like OutboundSync — Reached (current month).
Filter for engagement
Section titled “Filter for engagement”Clone the report and change the filter for each metric:
| Metric | Field (API name) | Filter idea |
|---|---|---|
| Opens | OSLastOpenTime__c or OSNumberOfEmailOpens__c | Last open time set, or open count greater than 0 |
| Link clicks | OSLastLinkClickTime__c or OSNumberOfEmailLinkClicks__c | Last click time set, or click count greater than 0 |
| Replies | OSLastReplyTime__c | Last reply time set |
| Bounces | OSLastBounceTime__c | Last bounce time set |
| Unsubscribes | OSLastUnsubscribeTime__c | Last unsubscribe time set |
For interested / categorized replies, also use OSLastLeadCategoryName__c or OSLastLeadCategoryId__c when your SEP sends lead categories.
These fields are last-touch (and counters where noted), not a full history per event. For per-event counts, use Task activity by event type.
Chart and dashboard
Section titled “Chart and dashboard”- Summarize by Row Count (count of Leads or Contacts).
- Optionally group by owner, campaign ID, or created/last-sent date.
- Add each saved report to a Salesforce dashboard.
