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Looking to build a report in Salesforce where I have data that can link the two objects but can not figure out how to pull the data.

Needing a Report with the User Email and Membership Number tied to the community user that has migrated to our new SSO.

On the "User Object" lives:

  • ContactID,
  • Migration checkbox, and
  • Email

On "Membership Object" lives

  • Contact ID,
  • Community User, and
  • Membership Number

I can run a join report that pulls everything I need, but I don't know how to filter one based on the other and merge the results. I also have not figured out how to do a Custom Report Type because it wants to tie the "User" to the "Modified by" or "Created by" field, not the "Contact".

Everything is there to do what I need to do... I'm just not connecting it in a report since this team is needing to access this report regularly.

Please send help...

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    but I don't know how to filter one based on the other and merge the results. - please elaborate using edit
    – cropredy
    Commented Jun 30, 2022 at 3:25

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We ended up creating a custom object to connect all our dots.

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