Create Custom Report Types for Account Contact Relationships
If you’ve enabled Contacts to Multiple Accounts,
run reports that show the relationships between contacts and accounts. First, set up custom report
types so that sales managers and other teammates can create the reports they need.
Required Editions
Available in: both Salesforce Classic and Lightning
Experience
Available in: Contact Manager, Group, Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
User Permissions Needed
To create or update custom report types:
Manage Custom Report Types
To delete custom report types:
Modify All Data
Make sure you’re familiar with custom report types and the general steps for creating and
maintaining them.
Create custom report types with the appropriate object relationships, and configure them as
necessary.
Check out these examples of custom report types to get you started.
Report type
Lets teammates run reports that show
A (Primary Object)
B
C
Make sure you also
Related Contacts
All the contacts, both direct and indirect, that are related to accounts.
Accounts
Contact Relationships
Add the Direct and Full Name fields to the
Contact Relationships page layout.
Related Accounts
All the accounts, both direct and indirect, that are related to contacts.
Contacts
Account Relationships
Related Contacts with or without Activities
All the contacts, both direct and indirect, that are related to accounts, and
whether there’s recent activity.
Accounts
Contact Relationships
Activities
Deploy the report types you want to make available.
Let your sales teams know that they can create reports using these custom report
types.
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