Issue: I have been tasked with creating a simple scoring system for certain Task types in either a field or a report formula.
After trying several options, the simplest way seemed to be a custom formula field on the Activity object with the output being number so that it can be SUM'ed at the report level. BUT I can't reference the Task's Type field in the formula, it oddly doesn't seem to exist as an option. I settled on the Subject field and a case formula which works great for everything except Emails because the subject of the email is never "Email".
This is the current formula:
CASE( Subject
, "Outreach", 1
, "LinkedIn Message", 1
, "InMail", 1
, "Email", 1
, "Call", 1
, "Cold Email", 1
, "Text Message", 1
, "Meeting", 5
, "Client Meeting - Development", 5
, "Client Meeting - Retention", 5
, "Video Call", 5
, "Meal Meeting", 10
, "Client Meeting - Retention", 10
, "Business Review", 10
, "Client Meeting - Special", 10
, 0
)
I also tried working with this field at the report formula level where I created various versions of a formula stating IF (ISPICKVAL( TASK_TYPE, "Email"), 1, Activity.Activity_Score__c). BUT that ends up being an issue because Text vs Number.
Any suggestions on how I can include Emails (with a score of 1) in these calculations?
