1 Reply Latest reply on Jan 31, 2017 1:31 PM by c6fe4157a09046ef23765b5a25ee62162c11732c

    Salesforce Reporting Question on Account Status

    Paul Carpinella

      I know this isn't a Marketo question but I thought someone here might be able to help. I am looking to understand which accounts are in opportunities and which accounts are not in opportunities so I can gain an understanding of account penetration and BDR priorities.

       

      In an effort to do this, I've created a standard account report. My goal is to pull opportunity name and probaility in to that report so I can quickly see which of the accounts are in opportuniteis and which are not. Is there a way to do this via a workflow or adding an object? Is there way that I might be able to use Marketo for this?

       

      Thanks,

      Paul