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Duplicate Account or Contact records in a report that contains Territory fields

Veröffentlichungsdatum: Mar 28, 2023
Beschreibung
Standard Report Types behave differently from Custom Report Types. For example, in a "Contacts and Accounts" report, if no Territory field is used as a column, grouping, or as a report filter, then the report behaves as Contacts with Accounts. If you select at least one Territory field, then the report behaves as Contacts with Accounts and Territories.

As a result, if an Account or Contact is assigned to two different Territories or is assigned to the same Territory for different reasons, it will be returned twice. 
Lösung
In order to avoid the duplication, you can: 

1. Remove the Territory field(s) from the report, or
2. Use a Custom Report Type.

Either of these measures will allow to avoid the duplication and display each record only once.

See Also:
Territory Field
Nummer des Knowledge-Artikels

000383525

 
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Salesforce Help | Article