즐겨찾기Jessica Crum (AmerisourceBergen - ION) (최초 작성자: Nicole Lindenmayer)2015년 7월 30일 오후 1:55Nicole LindenmayerHi! Does anyone know if I can use Visual Workflow to count the number of events a user has during a given month/year and update a field on a custom object? Right now I am having to run a report, export it, pull the sums, and re-import it to a custom number field on the custom object. We use this custom object to populate our performance reviews at the end of each month, and I would like for the reviewer to not have to run a report for every employee to get the most reliable # of events while they're completing their review in Salesforce (another custom object).Right now my thought process is to find events where the Event.WhoId Is Null is False and the Event.AssignedId = Performance.Employee__c. And then perform a record count of those events where YEAR(Event.Date) && MONTH(Event.Date) = YEAR(Performance.Date) && MONTH(Performance.Date).Has anyone every seen something like this before? Thank you in advance for your help!더 보기댓글 추가댓글을 작성하세요...굵은 글꼴기울인 글꼴밑줄취소선불릿 기호 목록번호가 지정된 목록링크 추가코드 블록이미지 삽입파일 첨부링크 URL취소저장0/9000답글 쓰기
Nicole LindenmayerHi! Does anyone know if I can use Visual Workflow to count the number of events a user has during a given month/year and update a field on a custom object? Right now I am having to run a report, export it, pull the sums, and re-import it to a custom number field on the custom object. We use this custom object to populate our performance reviews at the end of each month, and I would like for the reviewer to not have to run a report for every employee to get the most reliable # of events while they're completing their review in Salesforce (another custom object).Right now my thought process is to find events where the Event.WhoId Is Null is False and the Event.AssignedId = Performance.Employee__c. And then perform a record count of those events where YEAR(Event.Date) && MONTH(Event.Date) = YEAR(Performance.Date) && MONTH(Performance.Date).Has anyone every seen something like this before? Thank you in advance for your help!더 보기