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This is a report/SOQL to snapshot Activity Report data in production:

...

AQB__ReportStatus__c 

Task

Comment

Data in Production

AQB__Subject__c

Subject

we need a subject that is a text field, not a SF picklist field

 

RecordTypeId

RecordTypeId

 

 

AQB__Date__c

ActivityDate

 

 

Expand
titleAQB__Type__c
  • Email

  • Event

  • Letter

  • Meeting?

  • Other

  • Telephone

  • Visit

  • ARM / DRM Telephone Call

  • ARM / DRM Stewardship Report

  • ARM / DRM Letter

Expand
titleType
  • Call

  • Meeting

  • Other

  • Gift Handover

  • Complete Gift Summary Form

  • Request Gift Account

  • Confirm Gift Account

  • Kick Off Gift

  • Appointment

picklist not match

 

TaskSubtype

CallType

AQB__EssentialMove__c

AQB__EssentialMove__c 

not on Task layout, raised a Jira ticket to surface

Jira Legacy
serverSystem Jira
serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
keyTAPSS-2117

 

Expand
titleAQB__Purpose__c
  • Acknowledgement

  • Apology

  • Ask

  • Canvassing

  • Cultivation

  • Donor Relations Touchpoint

  • Engagement

  • Estate Administration

  • Facilitation

  • Feedback

  • Gift Processing

  • GIW Confirmation

  • GIW Contingent

  • GIW Enquiry

  • GIW Intention

  • GIW Qualification

  • Introduction

  • Meeting Request

  • Negotiation

  • Qualification

  • Recognition

  • Stewardship

  • Will Revision

AQB__Purpose__c

 

 

Expand
titleAQB__ReportStatus__c
  • Planned

  • Draft

  • Final

AQB__ReportStatus__c 

 

 

Expand
titleUSYD_Sub_Purpose__c
  • Alumni/Supporter Query

  • Award Recognition

  • Bespoke Donor Stewardship

  • Bespoke Event Invitation

  • Group Correspondence

  • Marketing Invitation

  • Meeting

  • Meeting Request

  • Mentor Request

  • Other

  • Reunion

  • Speaker Request

  • Volunteer Request

 

not mapped

 989

AQB__ActivityDate__c

 

not mapped

224,698

AQB__Account__c

AQB__Account__c 

 

 

AQB__Account__c

whatid

 

 

Expand
titleAQB__Status__c
  • Open

  • In progress

  • Completed

  • Cancelled

Expand
titleStatus 
  • Open

  • Draft

  • In progress

  • Active

  • Completed

  • Not Achieved

  • Cancelled

  • Cancelled - Deceased

 

 

Usyd_Account_2__c

 

not mapped

205

AQB__Opportunity__c

AQB__Opportunity__c 

 

 

AQB__Result__c

 

we don't have a rich text box to map this to
AQB__Description__c is the second best

 

Name

 

not mapped

 

OwnerId

OwnerId 

 

 

CreatedById

CreatedById

 

 

CreatedDate

CreatedDate

 

 

LastModifiedById

LastModifiedById

 

 

LastModifiedDate

LastModifiedDate

 

 

...

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

  • 0 (New)

  • 1 (Read)

  • 2 (Replied)

  • 3 (Sent)

  • 4 (Forwarded)

  • 5 (Draft)

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