I've seen a similar post to this where the OP was directed to use the FindID tool in DemandTools. I'm hoping there's an easier way (i.e. one that doesn't require me to learn a whole new tool).
We recently made the leap to using #wealthengine. Part of our investment includes one mass address verification pass. The process requires a spreadsheet that contains all Household Contacts in the same row, plus a lot of the Contact details we have for the primary. WealthEngine does provide some OOTB reports with the app, but they don't have this one and there is zero guidance in creating it.
Is there a straightforward way to create this report? Instructions anywhere for how to do this? Would it make sense to create temporary formula fields (not exactly sure what that looks like, but it seems like a solution) to pull Contact2 data into the C1 record so I can report on it? If not, is my only option to learn how the FindID tool works? I won't have Apsona til next year.
@Salesforce.org System Administrators
@Nonprofit App Advice and Reviews
I'm far from an expert, although I'm learning as fast as I can. Looking back at my suggestion, I'm actually surprised it would work if you only have one contact. When you filter it down to only non-primary contacts, there is no one left! So I'm not sure how that could have worked. What you're seeing sounds a little funny. Isn't there always a primary contact?
Would it make more sense to start the custom report type with Accounts, then add Contacts as a "with or without"? Pull in the primary contact details via lookup, as I suggested before. Then, when you filter to just the non-primary contact, you should still get every account, even though the contact info will be blank for single contact households. Then you can drop in the primary contact info using those lookup fields.
That sounds reasonable to me, but I'm not going to have time to test it in my own system today. I'm starting an 8 hour meeting about Community Cloud soon. Good luck!
