The Salesforce Integration supports two Custom Report Types:

  • Leads & Opportunities

  • Contacts & Opportunties

To create these Report Types, follow these steps in Salesforce:

  • Go to Setup > Report Types.

  • Click New Custom Report Type.

  • Select the Primary Object for your custom report type as either Lead or Contact and fill in the other details

  • Set the Child Object as Opportunity with either relationship criteria

  • Save the Report Type

As an example, for the Leads & Opportunities Report Type, the Object Relationships might look like:

Now, you can use the Report Type when creating a new Report in Salesforce.

More information on Custom Report Types can be found in Salesforce's help article.

Did this answer your question?