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select AQB__Type__c,RecordType.name RecordType, count(id) from AQB__ActivityReport__c task group by AQB__Type__c,RecordType.name order by RecordType.name |
...
Tasks categorization picklists values:
Record Types : Usyd - Standard, Community Giving Task, Usyd - Event, Usyd - CallMilestone, Gift Implementation, Pledge Reminder
Type : Call;Meeting;Other;Gift Handover;Complete Gift Summary Form;Request Gift Account;Confirm Gift Account;Kick Off Gift;Appointme
...
Type | Record Type - Call | Record Type - Event | Record Type - Task | Comments | ||
|---|---|---|---|---|---|---|
Letter
| 2,381 | - | - | Type is split between one with whitespace one one without  | ||
Task - Standard Record Types : Usyd - Task, Usyd - Event, Usyd - Call Type : CallType: TaskSubtype: | N/A | N/A | ||||
Letter | 2,094 | 124 | 48,508 | |||
Task - Standard | Task - Standard | |||||
16/2 Strategic Move | 2 | 23 | 8,544 | |||
ARM / DRM Letter | 23 | - | 4,010 | |||
N/A | ||||||
ARM / DRM Stewardship Report | 57 | 3 | 6,099 | |||
ARM / DRM Telephone Call | 773 | - | - | |||
Task - Standard Tasksubtype = Call | N/A | N/A | ||||
Call | - | 1 | - | |||
N/A | Task - Standard Tasksubtype = Call | N/A | ||||
Correspondence | 18,160 | N/A | 2 | |||
22,559 | 2,056 | 161,843 | ||||
Event | 367 | 21,844 | 4 | |||
Meeting | 4,292 | 14,306 | 87 | |||
Other | 659 | 56 | 3,983 | |||
Report | - | 1 | 198 | |||
N/A | ||||||
Telephone | 33,921 | 258 | 77 | |||
Task - Standard Tasksubtype = Call | Task - Standard Tasksubtype = Call | Task - Standard Tasksubtype = Call | ||||
Visit | 56 | 177 | 5 | |||
(blank) | 3,664 | 511 | 600 | |||
Grand Total | 89,008 | 39,360 | 233,960 |
Mapping
...
for Task
AQB__ReportStatus__c | TaskSample Data | Comment | Data in Production | |
AQB__Subject__c | SubjectRE: Gift in Will meeting for SSI/Glaucoma research | we need a subject that is a text field, not a SF picklist field |
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RecordTypeId | RecordTypeId0124a0000004NByAAM |
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AQB__Date__c | ActivityDate | 28/06/2024 |
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AQB__Type__c | Type | picklist not match |
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TaskSubtype | ||||
CallType | ||||
AQB__EssentialMove__c | AQB__EssentialMove__c | FALSE | not on Task layout |
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AQB__Purpose__c | AQB__Purpose__c | Feedback |
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AQB__ReportStatus__c | AQB__ReportStatus__c | Final |
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USYD_Sub_Purpose__c |
|
| not mapped | 989 |
AQB__ActivityDate__c |
| not mapped | 224,698 | |
AQB__Account__c | AQB__Account__c 001On00000AFUjRIAX |
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AQB__Account__c | whatid |
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AQB__Status__c | Status | Completed |
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Usyd_Account_2__c |
| not mapped | 205 | |
AQB__Opportunity__c | AQB__Opportunity__c | 006On000008d6U0IAI |
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AQB__Result__c |
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| we don't have a rich text box to map this to |
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Name |
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| not mapped |
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OwnerId | OwnerId | 005On000000ptFNIAY |
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CreatedById | CreatedById |
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CreatedDate | CreatedDate2024-06-28T06:06:33.000+0000 |
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LastModifiedById | LastModifiedById |
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LastModifiedDate | LastModifiedDate |
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Mapping
...
for EmailMessage
AQB__ReportStatus__c | EmailMessage | Sample Data | Comment | Data in Production |
AQB__Subject__c | Subject | EmailMessage is text and longer, no issue |
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RecordTypeId | EmailMessage does not have record type |
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AQB__Date__c | MessageDate | date to datetime, should be no issue |
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AQB__Type__c | EmailMessage is already an email so no need to map the type |
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AQB__EssentialMove__c | field does not exist in EmailMessage |
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AQB__Purpose__c | field does not exist in EmailMessage |
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AQB__ReportStatus__c | Status
| EmailMessage status picklist values are 1-5 This needs to be set to other than draft, otherwise only the createdby user will be able to view the record |
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USYD_Sub_Purpose__c |
| field does not exist in EmailMessage | ||
AQB__Status__c | Status | EmailMessage status picklist values are 1-5 | ||
AQB__Account__c | AQB__Account__c |
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AQB__Account__c | RelatedToId |
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Usyd_Account_2__c |
| field does not exist in EmailMessage | ||
AQB__Opportunity__c | AQB__Opportunity__c | field does not exist in EmailMessage |
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AQB__Result__c | HtmlBody | Rich text vs HTML |
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Name |
| not mapped |
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OwnerId | OwnerId |
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CreatedById | CreatedById |
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CreatedDate | CreatedDate |
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LastModifiedById | LastModifiedById |
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LastModifiedDate | LastModifiedDate |
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