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.
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
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.
Once you click on the
opportunity, it will popup window with list of o
pportunity fields, you can select what are all the fields needed in your report.
Once your report is ready make sure the deployment status should be Deployed.