Can I split activity history into two seperate related list, Sales and Credit? Users are asking for seperate related list for certain type of activities, i.e. Credit.
Thanks
Tarun
7 answers
This is quite a rare scenario and it will be hard to find it documented anywhere. What you need is:
1. Two custom objects and multiple custom fields to replicate Activities objects (Tasks and Events)
2. Knowledge of record creation using Process/Flows
I have a feeling that you won't need Flows at all and should be able to do this by using Process Builder alone.
Estimation of level of effort is subjective but I would say it's half a day toa day worth of work.
