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matty80 Tagging Accounts w/ Custom Objects (or Multi-Select Lists) to run custom report types
I need to tag accounts as part of one or more marketing efforts so that I can run two sets of reporting:
- Accounts > Opportunities
- Account > Contacts > Custom Object for Tracking Particular Activities
My first thought was using a multi-select picklist, but I'm wary of this as our org does a lot of account merging and I don't want to run the risk of losing selections in a merge.
I next tried two custom objects (J1 & J2) with J1 being the junction object between many-to-many connections with J2 (the marketing "efforts" object) and Accounts. My goal was to build two custom report types:
- J1 > Accts > Opps
- J1 > Accts > Cntc > Custom
...unfortunately, I'm only allowed to do Acct > J1, but I need to look at subsets of these Accounts based on the "efforts" information. Am I missing something here to allow me to achieve what I want using custom objects?
Really trying to avoid multi-select picklists, and would appreciate any assistance. Thank you.
- Matt