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I created the attached report via a custom Controller, but now I have to recreate it without using APEX since my client won't pay for anything except Contact Manager edition. Columns 1,2,5 and 7 come from the Account object. Columns 3,4,6,8,9 come from Contact and the last column comes from User object.

Any suggestions on how to do this without any APEX code?

Report

  • Which edition is it in this list? salesforce.com/crm/editions-pricing.jsp – Caspar Harmer May 3 '15 at 20:43
  • I'm thinking that this could be a list view, with some calcs - but I need to see if your edition can handle calcs – Caspar Harmer May 3 '15 at 20:44
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    Key here would be formula field to bring in the values from the disjoined objects. (I.e. a formula to populate the last column from the report on the contact object.) Then you could use list views or reports.....In the negative, managing a lot of formula fields has its own implications – Eric May 3 '15 at 23:10
  • The screenshot is from Developer Edition, where I did the initial development of the app. This client only wants Contact Manager, but I can't install the custom Controller I built since that edition doesn't support any APEX classes. I even wrote a JS implementation, but it doesn't work either since Contact Manager edition doesn't support API calls. @Eric - any advice on how to use formulas? – Joe Cross May 4 '15 at 10:03
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I was able to reorganize a few fields so that I could recreate this using a standard report. Thanks @Eric for causing me to go back to the standard report writer and look for creative solutions.

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