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Dineshram
Reporting on Custom Object + Accounts + Contacts
I am trying to run reports on a custom object I created (called Securities) and Accounts and Contacts. I created a master-detail relationship between Accounts and Securities.
For example, an Account - Microsoft - would be linked to Security MSFT (and other securities that Microsoft might have).
I would like to run a report where based on a filter of a security (e.g. symbol starts with 'A'), I receive the accounts associated with that security and the contacts associated with that account.
I have contacted salesforce support and they say there is not way to do this in the salesforce reporting tool ( the create report tool will not allow the correct joins to be created).
This seems like a straight-forward enough report between 3 objects that are related.
Any ideas as to how to create such a report? I am open to any and all suggestions. Is there an app exchange app that will help me here?
For example, an Account - Microsoft - would be linked to Security MSFT (and other securities that Microsoft might have).
I would like to run a report where based on a filter of a security (e.g. symbol starts with 'A'), I receive the accounts associated with that security and the contacts associated with that account.
I have contacted salesforce support and they say there is not way to do this in the salesforce reporting tool ( the create report tool will not allow the correct joins to be created).
This seems like a straight-forward enough report between 3 objects that are related.
Any ideas as to how to create such a report? I am open to any and all suggestions. Is there an app exchange app that will help me here?
Have you tried using Connect for Office's Excel add-in? Then you can create your report in Excel. In my last job I did that a lot because I had similar problems when it came to linking tables.
Contacts & Accounts with Securities
Are you not seeing that?
Thanks for your help
You can get the Force.com Excel Connector here:
http://wiki.apexdevnet.com/index.php/Members:Force.com_Excel_Connector
Take a look at the help after you install, it has some great examples to help you build your report.
Best,
Sati