I am trying to create a report in Salesforce that will display all contacts that have activities and opportunities. Is there any easy way to do this or is it even possible? I tried doing an activities with accounts report since I thought they all linked up, but then I could not get the associated opportunities to display.
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Do you have contact lookup on opportunity object?– Ankaiah BandiJul 6, 2022 at 14:27
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@AnkaiahBandi yes I do– MarkC5000Jul 6, 2022 at 14:36
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1 Answer
You can achieve this by Creating a Custom Report Type.
Choose the primary object you’d like your new report type to support, then give it a name and a useful description. Mark it as “in development” until you’re ready to make it available for users to create reports.
Refer the help article for Custom Report Type creation.
Refer the help article for Add Child Objects to Your Custom Report Type.
Refer the help article for Design the Field Layout for Reports Created from Your Custom Report Type.
The custom Report will be look like below.
If you have contact lookup on opportunity object then you can select primary object as Contact and secondary object as activities.
Refer the below screenshot.
Click on the edit Layout as mentioned in the above screenshot and click on add fields related via lookup and choose the opportunity related fields and then save the layout.
Refer the below screenshot.
Once you click on the opportunity, it will popup window with list of opportunity fields, you can select what are all the fields needed in your report.
Note:
Once your report is ready make sure the deployment status should be Deployed.
answered Jul 6, 2022 at 14:47
