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Supriya P 24
How to count no.of contacts associated to the Log a call Activity?
Hi All,
I wanted to know how can we count number of attendees (contacts) are added when Log a call Activity is added.
The number of attendees should be displayed in opportunity.
ANy thoughts on this implementation will be highly appreciated.
Thank you in Advance.
Supriya
I wanted to know how can we count number of attendees (contacts) are added when Log a call Activity is added.
The number of attendees should be displayed in opportunity.
ANy thoughts on this implementation will be highly appreciated.
Thank you in Advance.
Supriya
>> Write scheduled apex to daily go through contacts and count the number of tasks within the X months restriction, and write that to a field on the contact record.
>> Write a trigger on Tasks to create a copy of the activity which does have a master-detail relationship with the contact. The advantage of this is that it is much more flexible - once the trigger has been setup, the roll up summary can be changed by admin (change the filter criteria as the business require).
Reference:
https://trailblazers.salesforce.com/answers?id=90630000000gxXmAAI
Please mark as Best Answer if above information was helpful so that it can help others in the future.
Thanks,
I want to calcuate number of conatcts each activity has.
I tried with flow and it worked.
Thanks,
Supriya