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

게시 일자: Mar 28, 2023
상세 설명
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. 
솔루션
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
Knowledge 기사 번호

000383525

 
로드 중
Salesforce Help | Article