The closest I think I am is this:
Contacts (A)
_img src="
https://na5.salesforce.com/img/elbow_dotted.gif" /_ with at least one related record from Accounts (B)
_img src="
https://na5.salesforce.com/img/elbow_dotted.gif" /_ with at least one related record from Opportunities (C)
I also tried
Contacts (A)
_img src="
https://na5.salesforce.com/img/elbow_dotted.gif" /_ with at least one related record from Accounts (B)
_img src="
https://na5.salesforce.com/img/elbow_dotted.gif" /_ with or without related records from Opportunities (C)
I created a report filtering where Opportunity ID is not null, but that did not seem to work.
Any help would be appreciated.
Thank you
2 件の回答
Okay for that you'll need to create a custom Rollup Summary field on the Account that retuens the COUNT of Opportunities at the Stage you want. Then use an Accounts and Contacts Report and use your RS Field in the report filter criteria.
