How can I include Contact Role content in my Opportunities/Accounts with Custom Object reports?
|Knowledge Article Number||000206470|
|Description||On occasion you may find it beneficial to include Contact Role details within your Opportunity (or Account) with Custom Object reports. This will help to expand upon how individual contacts are involved with each of these records.
|Resolution||In order to ensure that these report types will be available, you must have a lookup on the Opportunity (or Account) object to the Custom Object. Doing so will provide you with the option to select report types similarly named to those below:
Opportunities with Contact Roles and <insert custom object plural name>
Accounts with Contact Roles and <insert custom object plural name>
Please keep in mind that the only records that will populate this report will both those that have both defined Contact Role relationships and a relationship via this identified custom object lookup relationship