# Create Contact Account Report

### Prerequisites

Before you begin, make sure the following are in place:

* You have access to **Salesforce** and can create reports in your organization.

***

### Create a Contact-Account Report in Salesforce

Boomerang reads contacts from Salesforce using a **Contacts & Accounts** report type. Follow these steps to create one:

1. Log in to your **Salesforce** account.
2. Navigate to the **Reports** tab from the main navigation.
3. Click **New Report**.
4. In the report type selector, choose **Contacts & Accounts** and click **Start Report**.
5. Add any filters you want (e.g., by account owner, territory, or lifecycle stage) to scope down the contacts Boomerang should include.
6. Please ensure that you have the following columns in the report

<table><thead><tr><th width="614.26171875">Field</th></tr></thead><tbody><tr><td>First Name</td></tr><tr><td>Last Name</td></tr><tr><td>Title</td></tr><tr><td>Email Address</td></tr><tr><td>LinkedIn URL</td></tr><tr><td>Account Name</td></tr><tr><td>Accoutn Domain</td></tr><tr><td>Account LinkedIn URL</td></tr><tr><td>18-digit Contact ID</td></tr><tr><td>18-digit Account ID</td></tr><tr><td>Account Owner Name</td></tr><tr><td>Account Owner Email</td></tr></tbody></table>

7. Click **Save & Run**, then give the report a clear name — for example, *"Boomerang – Target Accounts Q2"*.

> **Tip:** Including "Boomerang - " in the report name makes it easy to identify which reports are connected to the platform.

***

If you run into any issues or don't see Salesforce listed as a source option, please contact your Boomerang administrator or reach out to the Boomerang support team.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.getboomerang.ai/integrations/salesforce-integration-setup/create-contact-account-report.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.