Skip to main content
Salesforce Bot (Endeavor) 님이 #Data Management에 질문했습니다
A good number of my accounts cover multiple industry types (ex 1 of them would be considered Tech and Agriculture)

 

I wanted to know what others are doing to combat this. I thought about Using Multiselect picklist but I am afraid of that reporting nightmare. Especially when We try to compare how many comppanies we have in each industry. 

 

Thoughts?
답변 1개
  1. 2015년 9월 21일 오후 7:19
    In this case what I can suggest is this - 

     

    We can create two seperate Custom Objects -

    1. Industry
      • Will have fields like Name(standard field that will save the Industry Name) and a Description field if needed
    2. Account Industry(Plural: Account Industries)

      • Will have TWO Master - Detail Relationship fields.
      • Master-Detail Relationship fields - 

        • Account [reference to the Account object]
        • Industry [reference to the Industry object]
      • This is basically called a Junction Object
      • On such Junction Objects, we tend set the Name field as an AutoNumber since the Name field really doesn't have any sense and so just automate it!
    In this case what I can suggest is this - We can create two seperate Custom Objects -IndustryWill have fields like Name(standard field that will save the Industry Name) and a Description field if need

    Doing this, you have the following advantages - 

    1. You can create Rollup Summary fields on the Account as well as on the Industry object to COUNT the Number of Industries and Companies that are associated with them respectively.
    2. Reporting will also be a ease as you can create Account With Industries Report Type that let you to see both the Account details as well as the Industry details.
0/9000