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Activity Report Field Mapping

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According to business, it is necessary AR to A to have that one singular source of Activities.

considerations:

  • Identify the AR records to be migrated to Activities
  • which records go to Task and which go to Events
    • for each AR going to Task or Event, we need field by field mapping
  • field by field mapping considerations
    • AR Subject which is text is mapped to unrestricted Activities Subject field. Business to review the picklist values available for Subject
    • AQB__Type__c synchronization with Activities - Type picklist
    • surface Substantive Activity into Events and Task
    • Map AR Report status to Activities Status

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

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:

Record Types : Standard, Community Giving Task, Milestone, Gift Implementation, Pledge Reminder

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 and how to map them to Activities

Type

Record Type - Call 

Record Type - Event 

Record Type - Task 

Comments

 Letter

select AQB__Date__c,  AQB__Type__c, RecordType.name , AQB__Result__c 
from AQB__ActivityReport__c 
where AQB__Type__c = ' Letter' or AQB__Type__c = 'Letter' 
order by AQB__Type__c

               2,381

-

-

Type is split between one with whitespace one one without

image-20240724-051143.png

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

Email

             22,559

               2,056

           161,843

Email

Email

Email

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 

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

 

 

 AQB__Type__c

  • Email

  • Event

  • Letter

  • Meeting?

  • Other

  • Telephone

  • Visit

  • ARM / DRM Telephone Call

  • ARM / DRM Stewardship Report

  • ARM / DRM Letter

 Type

  • Call

  • Meeting

  • Other

  • Gift Handover

  • Complete Gift Summary Form

  • Request Gift Account

  • Confirm Gift Account

  • Kick Off Gift

  • Appointment

picklist not match

surface on Task page

 

TaskSubtype

CallType

AQB__EssentialMove__c

AQB__EssentialMove__c 

not on Task layout, raised a Jira ticket to surface

TAPSS-2117 - Getting issue details... STATUS

 

 AQB__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

 

 

 AQB__ReportStatus__c

  • Planned

  • Draft

  • Final

AQB__ReportStatus__c 

 

 

 USYD_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

not on task layout

not defined in Activities object

 989

AQB__ActivityDate__c

 

not mapped

224,698

AQB__Account__c

AQB__Account__c 

 

 

AQB__Account__c

whatid

 

 

 AQB__Status__c

  • Open

  • In progress

  • Completed

  • Cancelled

 Status 

  • Open

  • Draft

  • In progress

  • Active

  • Completed

  • Not Achieved

  • Cancelled

  • Cancelled - Deceased

 

 

Usyd_Account_2__c

 

not mapped

205

AQB__Opportunity__c

AQB__Opportunity__c 

 surface on layout

 

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__ActivityReport__c

Mapping for Event

AQB__ReportStatus__c 

Event

Comment

Data in Production

AQB__Subject__c

Subject

 

RecordTypeId

RecordTypeId

 

AQB__Date__c

 

 AQB__Type__c

  • Email

  • Event

  • Letter

  • Meeting?

  • Other

  • Telephone

  • Visit

  • ARM / DRM Telephone Call

  • ARM / DRM Stewardship Report

  • ARM / DRM Letter

 Click here to expand...

  • Email

  • Meeting

  • Other

  • Call

 

AQB__ActivityDate__c

AQB__Purpose__c

not on layout

AQB__Priority__c

not on activity object!

USYD_Sub_Purpose__c

not defined in Activities object

AQB__Status__c

no status field on event

AQB__Account__c

AQB__ReportStatus__c

Usyd_Account_2__c

AQB__EssentialMove__c

AQB__Opportunity__c

AQB__ActivitySummary__c

USYD_Event__c

AQB__Objective__c

AQB__Result__c

AQB__Description__c

CreatedById

LastModifiedById

Name

OwnerId

Mapping for EmailMessage

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

 

 

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