I am trying to add a list to the record of Contact records filtered by the fields on the Event object to propose matching Contacts.
Currently, and preferably, the objects are unrelated
1 件の回答
You have two problems.
1. In native Salesforce reports you can not filter using fields in another record. For example Contact's state matches the state of the Event record.
2. You cannot pull a report of two unrelated objects. The only exception to this is Joined Reports. However you can only group by fields that are the same between the two reports.
