We've been tasked with building out a series of dashboards integrating SFDC data. One of these is Contracts with related Action Plans and Action Plan Details flagging those that are past due (today > due date)
I'm hoping one of you can provide some guidance on what to join out of SFDC to achieve this dataset.
I see "Action Plan" and "Action Plan Task" tables however there is no ID field to relate them.
Thanks in advance
6 respuestas
Matt, I've also edited the topic to include #CRM Analytics ; maybe one of the CRM Analytics Ambassadors will also respond.
Best, Don
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