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SFHelpMePlease
contacts and account lookup
Hi Everyone,
The contacts and account lookups work well on the standard objects.
I have created some custom objects and have been able to set up relations between account and my custom object.
Data displays well in the reports.
My issue is I cannot add contacts to this report.
I have tried setting up lookup fields on both the account and contact objects, no luck (contact fields are blank)
In the report types, I tried adding the contact object using a look up field (contact fields are blank).
Can you offer any detailed instruction on how I can create a report to show
Accounts, Contacts and my custom object or Contacts, Accounts and my custom object?
Thanks
The contacts and account lookups work well on the standard objects.
I have created some custom objects and have been able to set up relations between account and my custom object.
Data displays well in the reports.
My issue is I cannot add contacts to this report.
I have tried setting up lookup fields on both the account and contact objects, no luck (contact fields are blank)
In the report types, I tried adding the contact object using a look up field (contact fields are blank).
Can you offer any detailed instruction on how I can create a report to show
Accounts, Contacts and my custom object or Contacts, Accounts and my custom object?
Thanks
Hi SFHelpMePlease,
Did you tried making use of custom report types in Salesforce.
Navigate to Setup -Create -Report types and there you can create a report type with all these 3 objects.See below fig.
Here Job Application is the custom object.
Let me know if it helps.
Cheers.
Rabi