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Troy_Larson
Troy_Larson
Level 3
June 11, 2020
Solved

Find All Contacts At Account With An Opportunity

  • June 11, 2020
  • 1 reply
  • 2273 views

Hey everyone, 

 

Had a question for you all. If I'm trying to create a suppression list of all contacts at accounts who have had an opportunity created (won/lost/open - don't care) since Jan 1, 2019  - it seems to me the best way to do it is: 

 

Has Opportunity = True

Was added to Opportunity on or after 1/1/2019

 

However, that only grabs the contacts on the opportunity, is there any way to expand it to all contacts at accounts with an opportunity created after 1/1/2019?

 

**I don't have RCE**

 

Thanks

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Best answer by adrianfraguela

Hey Troy,

Would creating a report in SFDC that pulls in all the Accounts that have had opps created in your timeframe and then add those to a list not work?

1 reply

adrianfraguela
adrianfraguelaAccepted solution
Level 3
June 12, 2020

Hey Troy,

Would creating a report in SFDC that pulls in all the Accounts that have had opps created in your timeframe and then add those to a list not work?

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