I am looking to create a dashboard that will show tasks associated with contacts. I must specifically account for when a task has multiple contacts associated to it. For example, someone may create a task with 4 different contacts, but when I create a CRMA recipe and dashboard for insight, it only displays the first contact entered. Any ideas? I have tried switching the join/lookup between the task and contact sfdc's but to no avail on this front.
답변 2개
Hi , I think you need to Keep Contact as left source and Task as right source while joining in recipe/dataflow please go refer the blog to understand what is granularity in CRMANALYTICS.
https://link.medium.com/xhpwKB1KSub
