I am currently use the Salesforce for Wealth Management managed package (unfortunately), and I am struggling to export or report on some of the data.
The model is set up like this:
'Relationship Groups' are related to the 'Relationship Group Member' junction object via master-detail with 'Relationship Group Member' is the child
'Account' is related to the 'Relationship Group Member' junction object via master-detail with 'Relationship Group Member' as the child
'Financial Accounts' are related to 'Accounts' via master-detail (Account is parent)
I need a report/export/query that will give me:
- All Relationship Groups WHERE RG_Status__c == 'Active' AND Financial_Rollup_Group == 'Yes'
- All Financial Accounts WHERE FinAcct_Status__c == 'Open' AND the Relationship Group Member whose Account is related to the Financial Account has the field 'Include in Rollup'==True
A crappy diagram might look like:
Relationship Group (Status=='Active', Financial Rollup=='Yes')
Relationship Group Member (IncludeInRollUp==True)
Financial Account (Status=='Open')
I know this is complicated, but any help on creating this as a report or as a SOQL query that I can run from the data-loader would be much appreciated! Please let me know if you have any questions! Thanks!
EDIT: To clarify (maybe), the end-goal here is to have a report that tells you how many Financial Accounts are associated with a Relationship Group. Thanks again!