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DESTIN
Cross referencing field
Currently we have opportunities divided into two record types - svcs & soft
the svcs opps have the option to link to a soft opp. The soft opps do not
have the option to link to the svcs opps.
I've been asked for a report, or view that shows all the soft opps with a field indicating
which ones are related to a svcs opp
so far I have not found a way to do that in SFDC. I can export two reports to Excel and
find the common opps, but haven't been able to do that in SFDC yet.
Unfortunately this is not something that can be done through the system. If you have Enterprise Edition you should be able to utilize the Data Loader to query the system for these records. The query should look something like this: