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This is a report/SOQL to snapshot Activity Report data in production:
| Code Block | ||
|---|---|---|
| ||
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 |
Activity Reports by Type and Record Type
Tasks categorization picklists values:
...
Activity Report as of and how to map them to Activities
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 |
...
AQB__ReportStatus__c | EmailMessage | Comment | Data in Production |
AQB__Subject__c | Subject | EmailMessage is text and longer, no issue |
|
RecordTypeId | EmailMessage does not have record type |
| |
AQB__Date__c | MessageDate | date to datetime, should be no issue |
|
AQB__Type__c | EmailMessage is already an email so no need to map the type |
| |
AQB__EssentialMove__c | field does not exist in EmailMessage |
| |
AQB__Purpose__c | field does not exist in EmailMessage |
| |
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 |
|
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 |
| |
AQB__Account__c | RelatedToId |
| |
Usyd_Account_2__c |
| field does not exist in EmailMessage | |
AQB__Opportunity__c | AQB__Opportunity__c | field does not exist in EmailMessage |
|
AQB__Result__c | HtmlBody | Rich text vs HTML |
|
Name |
| not mapped |
|
OwnerId | OwnerId |
|
|
CreatedById | CreatedById |
|
|
CreatedDate | CreatedDate |
|
|
LastModifiedById | LastModifiedById |
|
|
LastModifiedDate | LastModifiedDate |
|
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