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I used python script to fetch how many records in production for which each field has data
Some fields can’t be queried but here is the result of the script where each field has corresponding number of records for which there is data
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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 - Task, Usyd - Event, Usyd - Call
Type : Call;Meeting;Other;Gift Handover;Complete Gift Summary Form;Request Gift Account;Confirm Gift Account;Kick Off Gift;Appointme
CallType: Internal;Inbound;Outbound
TaskSubtype: Task;Email;ListEmail;Cadence;Call;LinkedIn
Activity Report as of
Type | Record Type - Call | Record Type - Event | Record Type - Task | Comments | ||
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Letter
| 2,381 | - | - | Type is split between one with whitespace one one without  | ||
Task Record Types : Usyd - Task, Usyd - Event, Usyd - Call Type : CallType: TaskSubtype: | N/A | N/A | ||||
Letter | 2,094 | 124 | 48,508 | |||
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 on Task
AQB__ReportStatus__c | Task | Sample Data | Comment | Data in Production |
AQB__Subject__c | Subject | RE: 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 | RecordTypeId | 0124a0000004NByAAM |
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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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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 |
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| not mapped | 989 |
AQB__ActivityDate__c |
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| 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 |
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| 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 | CreatedDate | 2024-06-28T06:06:33.000+0000 |
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LastModifiedById | LastModifiedById |
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LastModifiedDate | LastModifiedDate |
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Mapping on Email
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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