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Finding Accounts with No Contacts?
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03-06-2010 03:40 PM
Solved! Go to Solution.
Re: Finding Accounts with No Contacts?
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03-06-2010 06:32 PM
First create a custom field on the Contact record:
Fieldname = Contact
Datatype = (Number,0)
default value = 1
Then create a Custom Report Type that displays Accounts with OR without Contacts.
Then create a Summary report using the Accounts with OR without Contacts. Group the report by your custom Contact =1 field. The report will split your Accounts between the ones with contacts and the ones without.
Re: Finding Accounts with No Contacts?
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03-07-2010 05:57 AM
Seems pretty good way that will help. Right now we actually synchronize the Account and Contacts tables out to a remote MySQL database and run normal SQL queries on it. I was hoping that there was now a more direct way to do this (e.g., using the new Spring SOQL stuff - haven't looked through that). Your mechanism at least keeps this inside the Salesforce process, which is what we're looking for (i.e., to assign to folks to work on regularly).
This is such a generally important thing to do in a CRM and there's pretty much no discussion on the Discussion Boards no matter how much you search for this issue (and there's no FAQ or discussion of this in documentation).
Re: Finding Accounts with No Contacts?
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03-07-2010 06:17 AM
Re: Finding Accounts with No Contacts?
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04-02-2010 08:40 AM
Take advantage of our "Data Quality on Demand" application to Manage Incomplete, Ignored, Non-Standard and Duplicate data in Salesforce.
- Accounts without opportunities
- Leads/Accounts without open or closed activities
- Opportunities without product
- Accounts without contact
- Leads without phone number
Re: Finding Accounts with No Contacts?
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04-09-2010 06:26 AM
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Yes this did the job... A little techy, but solves a problem that has always been inherent in Salesforce. Saves me a lot of VLOOKUP effort.
Thanks

