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I tried using a Contacts>Activities Report, but many of the contacts are duplicates because of multiple activities last completed on the same date.  I basically want the exact same report that comes with Salesforce in the Accounts and Contacts folder -- called "Accounts with Last Activity > 30 Days" -- but I want it to show me CONTACTS whose last Activity is > 30 Days.   And I want to be able to add both ACCOUNT Filters (to include only Customer accounts) and CONTACT Filters (so it includes only certain types of contacts according to a custom Contact field).  This shouldn't be so difficult.
3 respostas
  1. 3 de abr. de 2018, 01:07
    Janaid:  What if we only have Salesforce Professional edition (not Enterprise, Performance, Unlimited or Developer)?  That means I don't have access to cross filters, right?

     

     
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