Accounts Missing Contacts in Open Opportunities

D

To build a report in Salesforce that identifies Accounts with open Opportunities missing Contacts, a consultant should recommend using the "Cross filter" feature.

Explanation:

Cross filters are used in Salesforce reports to apply filters across different objects and establish relationships between them. In this scenario, you need to identify Accounts with open Opportunities that do not have any associated Contacts. The Cross filter allows you to filter records based on related objects and their relationships.

Here's how you would use the Cross filter to build the desired report:

1. Start by creating a new report in Salesforce.
2. Select the report type that includes both the "Account" and "Opportunity" objects. This will provide access to the necessary data.
3. Apply a filter to the report to include only open Opportunities. This ensures that you focus on the Opportunities that are relevant to the analysis.
4. Now, you need to identify the Accounts without any associated Contacts. To achieve this, use the Cross filter functionality.
5. Add a Cross filter to the report and specify the relationship between the "Account" and "Contact" objects. In this case, you want to find Accounts missing Contacts, so set the filter to "Does not have Contacts."
6. Save the report and run it to generate the results.

By utilizing the Cross filter, the report will display a list of Accounts with open Opportunities that lack any associated Contacts. This information can help Universal Containers identify gaps and take appropriate actions, such as adding Contacts to those Accounts or assigning a representative to engage with them.

In summary, the recommended feature to build the report that identifies Accounts with open Opportunities missing Contacts is the "Cross filter."