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Andrew ChabotAndrew Chabot 

Sales representatives at Universal Containers log activities on accounts, contacts, and opportunities.


Sales representatives at Universal Containers log activities on accounts, contacts, and opportunities. The sales manager wants to create a report to see all activities on all of the accounts that the manager owns, including activities on contacts and opportunities.  
Which report should be recommended to the sales manager?
Activities report on accounts the manager owns
Activities report on accounts, contacts, and opportunities the manager owns
Activities report on accounts and contacts the manager owns
Activates report on accounts and opportunities the manager owns
Best Answer chosen by Andrew Chabot
NagendraNagendra (Salesforce Developers) 
Hi Andrew,

It would be Activities report on accounts, contacts, and opportunities the manager owns. There are different things that the sales representative would like to know which includes contacts, accounts, and opportunities. If the sales representative would only ask for accounts, then that is the only aspect that they would learn more about. Getting as much data as possible will make it easier for the sales representative to make a report.

How will anyone have the ability to create a report when there is no sufficient information available? It will also be a good idea to collaborate with the manager if in case additional data is necessary to send a complete and detailed report.

Kindly mark this as solved if the reply was helpful so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.

Thanks,
Nagendra