Salesforce reports can help you better understand your customers and prospects by combining data from multiple objects, using your Salesforce data PLUS the Infogroup data.
The ability to link specific objects and/or find specific fields in a report type will depend on the customizations and relationships in your database, however report types can be created to include both custom and standard objects and fields.
A typical report request may come in the form of a question that looks like:
Each report type must specify a primary object and may optionally include other related objects.
As an example, we will look at how to create a report type that will include Accounts AND the Infogroup Account data.
To create a report using the Infogroup Custom Object, you first must enable reporting.
Optional - Repeat this step for any additional Infogroup objects you would like to report on.
*Optional: If this is the first time using Custom Report Types, you will see this screen.
For this example, we will be creating a report using Accounts and Infogroup Account data.
You can now access your new Report Type.
You now are able to build a report using your Account data plus the Infogroup Account data using the left panel filters.
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