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consult_HDconsult_HD 

Work around for contacts and opportunity reporting

We are using the professional edition of salesforce. With all editions you cannot pull a account/contacts report (to get all contacts associated with a particular account) and filter out open opportunities. You can only do this if a contact is associated with a particular opportunity.

 

I have used the enterprise edition and we created a trigger that updated a field titled Open Opportunities on the Account Detail page so we could easily exclude prospects with open opportunities from an email marketing campaign. However, we currently have the professional edition where you cannot build triggers. Does any one have a work around for this issue?

 

Thank you!

jhurstjhurst

You can do this with an Account Rollup Summary Field.  You would simply create the rollup Summary Field on the Account record and set the criteria to be a count of the records that match the criteria of "Open" oppoortunities:

 

Filter Criteria

Stage equals Stage 1, Stage 2, Stage 4, Stage 4
You can then use this field as a filter in your report.
Hope this helps.
Jay