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Salesforce reporting across objects

I would like to run a report in Salesforce that pulls in data across multiple objectives (Leads, Activities, Opportunities). Has anyone been able to complete this either with custom reporting or developing a custom app using Force?
Kevin Rice
Kevin Rice
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Brett ZikaCommented:
I've found this to be exceedingly difficult. Saleforce out of the box does not solve this issue, you would likely have to create a custom application. Sorry I could not be of more help.
Kevin RiceChief Sales and Marketing OfficerAuthor Commented:
@Brett, Unacceptable.
Amy WallerMarketing Operations ManagerCommented:
The best way to do this would be to convert a lead into a contact and from there you can use the "related to" field to populate with the opportunity name. Doing this retro-actively takes time, and I'm sure, not what you are looking for.
The next way would be to export the two reports and use excel to relate values based on a common field.
Leads are siloed off in Salesforce, making reporting on them (except for activities) very difficult. If you can create a common field across the objects, it will make it easier to relate between the objects.
In the past, we used excel to mashup the data. It was a bit cumbersome, but we were able to get good actionable analysis from it.
Amy WallerMarketing Operations ManagerCommented:
@Kevin Did you see that Microsoft and SFDC recently released the Wave connector that allows you to sync over excel data into Salesforce. This might solve your reporting issue. I haven't had the time to play around with it yet, but it looks pretty neat!

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