When I was researching the reporting gap, I found the idea that is about 8 years old, and upvoted. Has anyone had success with using an IF formula?
e.g. IF(Account.Owner.G1ID__c:SUM==Activity_ActivityRelation_User.G1ID__c:SUM,1,0)
Have a report we are trying to gauge account owner interactions with the account and filter out other activities logged against the account.
We are trying to get a sum of account owner activities that we can pull into a report formula.
Is this possible via report only, or require a 2 step solution?:
- Create formula field on activities to count only owner assigned activities
- Use custom formula field to filter on in activity report
1 answer
For context, I attempted to locate Idea I had uncovered, looks like this one is 9 years old, and closed:
https://trailblazer.salesforce.com/ideaView?id=08730000000iavl
