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  • SFDC Report Help - Finding all accounts with related phone numbers

    Posted by Trey on January 20, 2023 at 6:52 pm

    Please help!
    Hello,
    I currently only have access to the New Report fields in SFDC lightning. So I can't create a fully custom report from scratch. Looking to find ALL accounts that have a matching phone number contact on 5+ accounts without knowing the phone number. Is this possible without custom report access? If not, and I have to find someone with access to custom reports, does anyone know the outline logic of such a report?
    Thank you all for you help!

    Trey replied 2 weeks, 5 days ago 1 Member · 0 Replies
  • 0 Replies

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