-
SFDC Report Help - Finding all accounts with related phone numbers
Please help!
Hello,
I currently only have access to the New Report fields in SFDC lightning. So I can't create a fully custom report from scratch. Looking to find ALL accounts that have a matching phone number contact on 5+ accounts without knowing the phone number. Is this possible without custom report access? If not, and I have to find someone with access to custom reports, does anyone know the outline logic of such a report?
Thank you all for you help! -
0 Replies
Log In to reply.
Popular Salesforce Blogs
What is Salesforce?
What is Salesforce? Salesforce is a cloud-based Customer Relationship Management (CRM) software that makes solutions available for sales, service, marketing, collaboration, analytics, and building custom…
Learn How to Create Record Using Flow in Salesforce
Go to Setup, enter flow in Quick Find then select Flows. Click on New Flow. From the template, select Screen Flow. Go to Object Manager…
Multi-Factor Authentication in Salesforce - The Brief Guide
Cybercrimes, phishing attacks, Security breaches etc. are the terms that are known by everyone nowadays. Security has become a major issue and the reason behind…
Popular Salesforce Videos
Deep Dive into Salesforce Connected App
In this session, we will deep dive into Salesforce Connected app, its usage for Salesforce developers and admins, various options and configurations provided for Authentication…
Introduction to Lightning Web Components (LWC)
Why Lightning Web Component (LWC) Part 1 - Vanilla HTML5 Web Components Benefits of Web Component Pillars of Web Component Demo of Custom Element and…
Salesforce and Disney Studios Join Forces
Salesforce and Disney Studios Content recently announced a five-year innovation partnership to help support Disney filmmakers and marketers using the Salesforce platform. By naming Salesforce…
Popular Salesforce Infographics
CRM BENEFITS FOR SMALL BUSINESS
As small businesses become more established, business owners should start considering customer relationship management (CRM) systems that are both affordable and effective. In this infographic,…
How IT Leaders Can Build Employee Advocacy | Salesforce Infographic
We created the APAC Employee Engagement report based on this research, to provide key insights that are critical to IT and people leaders now and…
What to expect with a Salesforce project?
It is important to note that one person can fulfill more than one role (typically in smaller projects) but these roles do need to be…
