We're a small company (15 SalesForce users) currently using SalesForce to build marketing campaigns, as well as track sales, etc. Currently, building mailing lists is a huge, time-consuming process because there is no Report Type that can filter by these four objects at once: Accounts, Contacts, Opportunities, and Campaigns. For example, we need a report that:
1. Starts with all Contacts in our SalesForce Account
2. Filters out some Contacts by specific Account fields
3. Filters out additional Contacts by whether they received a certain Campaign
4. Filters out still other Contacts by whether their Accounts have certain types of Opportunities
If this were a Venn diagram, we need all circles to overlap, and we need to be able to filter at all points of overlap. Maybe this isn't possible? We've already tried creating a custom report type, which requires a hierarchy that then eliminates other object types. If you have serious SalesForce experience and think you can solve this, I'm interested in your bid.
Hello,
I'm Salesforce Architect with 5+ years in Salesforce.
I see two solutions for your request:
1. Configure Report to filter contacts by your rules. But it has limits. Only contacts which fits all filters will be shown (overlapped circles.).
2. Do some custom development (if you have Enterprise or Unlimited Editions) and store Campaigns names on Contact, Opportunity types on Accounts, So it will allow to create more flexible report.
Please decide, if it works for you. I would like to implement the Report for you.
Best Regards,
Vitaly
You may need the joined report feature that is available in Enterprise and Unlimited Editions only. Which SFDC Edition do you have? Without joined reports you won't make it directly, but it still can be possible by using workarounds. I also run a small company and heavily use Salesforce trying to get out of it as much as possible - using custom fields, tabs and customized reports. Perhaps I can help, but I need more details.
Hello i have been working as Salesforce developer very hard, principally in custom developing and i have 401 salesforce certification. I am available to do this work very well..