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Roy D. Custom Report
Does anyone know how to expose the Converted Account ID and the Converted Prospect ID in the Leads Database from the SalesForce report writer. Using the Sales Force Office Connect XLA and I am downloading Fiscal Contacts Data and Lead data and Opportunity data.
I need a key to link it together.
Contact(Prospect ID) = Lead(Converted Prospect ID)= Lead(
Basically what I am doing is pulling all the Contact Data and finding out if there is a certain stage from the Opportunity. I can do this in the sforce connect with the "in" table join very easlily. Hard to do in Sales Force report writer to get raw data for a pivot table.
Im running out of ideas. Anyone help???
Thanks,
Roy
I need a key to link it together.
Contact(Prospect ID) = Lead(Converted Prospect ID)= Lead(
Basically what I am doing is pulling all the Contact Data and finding out if there is a certain stage from the Opportunity. I can do this in the sforce connect with the "in" table join very easlily. Hard to do in Sales Force report writer to get raw data for a pivot table.
Im running out of ideas. Anyone help???
Thanks,
Roy
Start with a Leads report and select Leads with Converted Lead information. You can select the contact and opportunity ids from their respective selections. Not sure if this is quite what you're looking for.