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RajJKTRajJKT 

Retrieving

Hi All,

 

Please suggest me the best possible way to achieve this functionlity.

 

I have requirement, where my Sales Reps would visit a state on job. Before he visit any state he

needs to see all Accounts,Contacts,Opportunities.

 

Here he will provide the respective state name before visits that state.

 

How can be this implemented in Salesforce.

 

Thanks

Rahul

Ispita_NavatarIspita_Navatar

The solution can be achieved by creating appropriate report and in particular parameterized report.


You can create the report on Opportunity from the report type drop-down and it includes the related Account and Primary contacts fields for developer to select from while he/she is designing the report. Alternately you can create a custom report type which will "Contact" and parent object and "Opportunity" as child object and through lookup relation you can also get accounts fields added to the report type.


Now how to create a report which takes parameter? For this in - Step 6 (where you provide the filter criteria) : Select your report criteria -- Select the field for State from the drop-down of fields and select the operator as "equals" and leave the value field as empty.


Now you can create a custom link on "opportunity" object as per the following link:-


/ReportTypeId?pv0={!Fund__c.Fund_No__c}


Hope this helps.