Joining PolicyMap Data to Related Reports
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PolicyMap
How to join PolicyMap data to related records in Reports
PolicyMap for Salesforce provides location-based data for Account, Contact, and Lead records. Other standard and custom objects may display the PolicyMap data from their related Accounts, Contacts, or Leads.
For instance, you want to display PolicyMap data for Opportunities. By default, the Opportunity object does not have its own Address field. However, you can display the PolicyMap data for the Account associated with each Opportunity.
- In the Account object, create a Roll-Up Summary Field called “Count of Opportunities”. Choose “Opportunities” as the Summarized Object and Roll-Up Type “COUNT”.
- Create a Joined Report with two blocks: PolicyMap Account Data with Accounts and Opportunities.
- Group Across Blocks by Account Name.
- Filter the PolicyMap Account Data with Accounts by Account:Count of Opportunities > 0.
The result will be a report that shows PolicyMap Account Data fields associated with each Opportunity.
