I'm thinking the answer to this is no, but checking to see that I'm truly stumped before giving up. It is a reporting question! @Reports & Dashboards
So, I have completed activities. The Who & What are this:
Who: Contact
What: Survey__c
I want to filter these results by information on the Account object, but the structure of the Activities object is presenting me from going via Contact to Account as I would normally do.
Am I stumped? I've tried faffing about with custom reports and such, just cannot make the jump from Activity to Account.
"here are options to use automation (process builder or a Before-Save flow) to populate a custom lookup field on the activity object with the value from the WhatId or WhoId as necessary."
Yeah, this is what would be necessary. Which I was hoping to avoid, but if push comes to shove, we'll make it happen.
