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Topics#Reports & DashboardsPergunta de Steve Thurston
Steve Thurston (Steve Thurston Salesforce Consulting Services) perguntou em #Reports & Dashboards
27 de out. de 2014, 22:26

In a report is it possible to get a single count from different fields on two different objects??

I would like to run a campaign report that includes and is sorted by a referring third party Rep.  The name of the third party Rep is a custom field on both Leads and Contacts.  A campaign, of course, can include both Leads and Contacts, but I'm stuck with how to deal with the Rep field.

 

The goal is to report how many customers were referred to an event by each third party Rep.  The problem is that their referral can be either a Lead or a Contact, so I don't know how to combine them into a single count.

 

Ideally, the Rep names would appear in a single column on the report that could then be grouped on.

 

BTW, the Rep field is a text field on both Leads and Contacts

 

Any suggestions?

 

Thanks
4 respostas
  1. Sunil Sarilla (M&G Investments)
    27 de out. de 2014, 22:46
    Hi Steve,

     

    Are you using the Campaigns with Campaign Members Report type, if so,

     

    please create a formula field on Campaing Member Object with a return type text

     

    IF(ISBLANK( ContactId ),  Lead.third_party_rep__c ,Contact.third_party_rep__c )

     

    the above formula will check if the campaign member is a contact, it will populate the value from contact else it will populate value from Lead.

     

    use this formula field in the report.
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