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ak80ak80 

Salesforce Custom Reports - one parent, multiple children

I've done some research and concluded that currently there’s no way of attaching more than 1 child (dependant) objects to parent (primary) in salesforce custom reports.

 

A number of threads (dated 2007 to 2009) with tons of replies has been posted on the “Ideas” portal.

People keep promoting these ideas and asking to add this feature to reports, but there’s no definite reply or suggested alternatives from the SF team’s part.

 

Here’s one of the posted ideas, for example:

http://ideas.salesforce.com/article/show/10091937/Custom_Reports__One_Parent_Multiple_Children

 

 

If anyone could suggest a workaround or give a tip, I'd really appreciate it!

 

Thanks.

joker402joker402

depending on how much data is coming from the Child objects, you can use roll up summary fields to get around this.

 

For example, if i have a need to show accounts>contacts>activities for accounts where there are open opps.

 

I could create a roll up summary field on accounts that count the number of open opps, then when i run this account, i would have access to this custom field and could put a criteria that count of open opps is greater than 0