Hi Folks,
I'm fairly new to using DLRS and I wanted some advice on how best to count Activities on Person Accounts. I'd like to take the Activity Time Line from the Person Account and have counts of each of the interactions with a Customer.
Ideally, I want to have a count of all Activities, for example, Total Count of Emails, Total Count of Inbound Emails, Total Count of Outbound Emails, Total Calls, Total Inbound Calls, and Total Outbound Calls.
I have assumed I can use the WhatId/WhoId as the Relationship field for Tasks but I'm unsure how to handle EmailMessages.
Can anyone advise if they have successfully done this and share insights on how they achieved this, i.e. what relationship field(s) were used, what criteria etc..?
Write an answer...
0/9000