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SalesForce Administrator 153
Create a custom lead field that will sum up the count of activities logged
We are in need of a custom field to be created on our leads page that will auto-sum the number of logged calls for that particular lead. I connected with the basic SalesForce HelpDesk but they have said due to several custom objects that they are unable to process this request.
This can be achieved by two ways.
1. Using Process Builder + Flow
2. Using a simple trigger in Activity.
Below are the steps for creating a trigger in activity object.
1. Create a number field (Activity Count) in Lead Object
2. Create a trigger in Task Object and below is the code
After trigger (after insert)
Set<Id> LeadIds = new Set<Id>();
Map<id,integer> LeadMap = new Map<id,integer>();
for(Task t : Trigger.New){
if(t.whoid.startswith('005')){
integer ActivityCount = 1;
if(LeadMap.containsKey(t.whoId)){
ActivityCount = ActivityCount + LeadMap.get(t.whoId);
}
LeadMap.put(t.whoId,ActivityCount);
}
}
List<Lead> LeadList = new List<Lead>();
for(Lead l : [select id,Activity_Count__c from Lead where id : LeadMap.Keyset()]){
l.Activity_Count__c = LeadMap.get(l.id);
LeadList.add(l);
}
update LeadList;