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  • Click on (Click to relate another object)

  • Select Account Maps > Each “A” record must have at least one related “B” records

  • For another object select Nodes > “B” records may or may not have related “C” records

  • Save

Contacts with/without Account Map Nodes

Report type shows contacts mapped in the Account Maps as Stakeholders.

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Contact

    • Report Type Label: Contacts with/without Account Maps Nodes

    • Report Type Name: ContactsWithWithoutAccountMapsNodes

    • Description: Contacts with/without Account maps nodes

    • Store in Category: Accounts & Contacts

    • Deployment Status: Deployed

    • Next

Image Added

  • Click on (Click to relate another object)

  • Select CP: Account Map Nodes > “A” record may or may not have related “B” record

  • Save

Report type will not include the Account name the account map is associated with and the Account map name fields. In this case these fields or other fields from the Account Map Nodes object need to be added to this report type via lookup.

  • Click Edit Layout

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  • From View select CP:Account Map Nodes Fields and hit Add fields related via lookup

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  • Open Map

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  • Select Name

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  • click view related fields by the Account

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  • select Account Name and hit Ok

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  • To rename the fields, go to Account map nodes section and rename it as needed. For example Account Name rename for Map: Account Name, Name rename to Account Map Name

    • How to rename the fields: double clic on the field > rename > Ok

  • Click Save to save the layout.

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Contacts with/without Activities

Report type shows contacts with/without Activities (tasks)

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Contact

    • Report Type Label: Contacts with/without Activities

    • Report Type Name: ContactsWithWithoutActivities

    • Description: Contacts with/without Activities

    • Store in Category: Accounts & Contacts

    • Deployment Status: Deployed

    • Next

Image Added

  • Click on (Click to relate another object)

  • Select Activities (if there are 2 Activities, select the second one) > “A” record may or may not have related “B” record

  • Save

Accounts with Account Plans and Whitespace Items

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