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how to create custom sfdc report for account and two related objects that aren't related to each other

User Geltrude
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Final answer:

To create a custom SFDC report for an Account and two unrelated objects, one can create a custom report type, use a joined report, or leverage formula fields with indirect associations to build a cross-object report. The report should be tested for data accuracy and business requirement fulfillment.

Step-by-step explanation:

To create a custom report in Salesforce (SFDC) that includes an Account and two related objects which are not related to each other, you would have to utilize Salesforce's reporting capabilities creatively, given that SFDC's standard reporting typically requires a direct relationship between objects to be reported on together. However, it might be possible to create a report by using custom report types or leveraging Salesforce's reporting functionality in conjunction with formula fields or joined reports, depending on the specifics of the data model and the relationships between objects.



Firstly, you would create a custom report type. Navigate to the Setup area, choose 'Create' then 'Report Types', and create a new report type with the primary object being the Account. You will then have to add the two other objects as secondary objects, but the lack of a direct relationship complicates things.



If these objects have a related object in common, you could create a joined report. Salesforce allows you to create joined reports that combine different report types or views of data to give you a multi-dimensional look at your data.



Another method involves creating formula fields on the Account object that reference the two unrelated objects through any indirect associations they may have. If the unrelated objects have a common field that could potentially link them, such as an identifier, you could use this to create lookup relationships using formula fields or workflow rules to tie them together indirectly.



Finally, after creating the necessary fields or establishing the indirect relationships, you would go to the Reports tab, select the new custom report type you've created, and build your report with the appropriate fields and criteria from all three objects. It's important to test and verify the accuracy of the data displayed in your report, ensuring that it meets the desired business requirements.

User Osolmaz
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