I am looking for a way to create a report chart to show number of accounts added to campaign and have a donut chart on campaign page showing total number of accounts. I am struggling to link the account and campaign and generate a chart. I have created one but it shows total number of contacts which is not ideal as some contacts belong to the same account. Can someone guide me?
4 risposte
Michael Brown (Salesforce) Forum Ambassador
Hi Gareth,
I would try adding the Account Name column field to your report, and then seeing if will let you do a Unique Count on that field. If that doesn't work, you might be able to do a Summary Formula that does a Unique Count on Account Name.
This should then help get the numbers you're looking for, as it will aggregate everything for each Account, rather than for each Contact.
Let me know if you're not able to get that working and I'll see if I can create it on my end.
Thanks!
Mikey