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.