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Activity Report Field Mapping
- rommel.ngo
According to business, it is necessary AR to A to have that one singular source of Activities.
considerations:
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
group by AQB__Type__c,RecordType.name order by RecordType.nameActivity 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
How are users currently using Activity Reports:
Record Type | Use Case | Use Case Sample | Sample Data |
|---|---|---|---|
Call | Letter | record that we sent a letter to business result of a survey for GIW sent a post card | https://sydneyuni-adv.lightning.force.com/lightning/r/AQB__ActivityReport__c/a0E8v000000FZc0EAG/view https://sydneyuni-adv.lightning.force.com/lightning/r/AQB__ActivityReport__c/a0E4a000000Mz0GEAS/view Sidra and Isabella are the top creators on this category
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Activity Report as of Jul 24, 2024 and how to map them to Activities
Type | Record Type - Call | Record Type - Event | Record Type - Task | Comments |
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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 
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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 |
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16/2 Strategic Move | 2 | 23 | 8,544 |
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ARM / DRM Letter | 23 | - | 4,010 |
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ARM / DRM Stewardship Report | 57 | 3 | 6,099 |
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ARM / DRM Telephone Call | 773 | - | - |
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Task - Standard Tasksubtype = Call | N/A | N/A |
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Call | - | 1 | - |
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N/A | Task - Standard Tasksubtype = Call | N/A |
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Telephone | 33,921 | 258 | 77 |
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Task - Standard Tasksubtype = Call | Task - Standard Tasksubtype = Call | Task - Standard Tasksubtype = Call |
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Correspondence | 18,160 | N/A | 2 |
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22,559 | 2,056 | 161,843 |
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Event | 367 | 21,844 | 4 |
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Meeting | 4,292 | 14,306 | 87 |
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Other | 659 | 56 | 3,983 |
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Report | - | 1 | 198 |
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N/A |
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Visit | 56 | 177 | 5 |
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(blank) | 3,664 | 511 | 600 |
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Grand Total | 89,008 | 39,360 | 233,960 |
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Mapping for Task
AQB__ReportStatus__c | Task | Comment | Data in Production |
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AQB__Subject__c | Subject | we need a subject that is a text field, not a SF picklist field |
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RecordTypeId | RecordTypeId |
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AQB__Date__c | ActivityDate |
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| picklist not match surface on Task page |
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| TaskSubtype |
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| CallType |
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AQB__EssentialMove__c | AQB__EssentialMove__c | not on Task layout, raised a Jira ticket to surface |
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| AQB__Purpose__c
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| AQB__ReportStatus__c |
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| 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 |
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AQB__Account__c | whatid |
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Usyd_Account_2__c |
| not mapped | 205 |
AQB__Opportunity__c | AQB__Opportunity__c | surface on layout |
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AQB__Result__c |
| we don't have a rich text box to map this to |
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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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Mapping for Event
AQB__ReportStatus__c | Event | Comment | Data in Production |
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AQB__Subject__c | Subject |
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RecordTypeId | RecordTypeId |
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AQB__Date__c |
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AQB__ActivityDate__c |
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AQB__Purpose__c |
| not on layout |
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AQB__Priority__c |
| not on activity object! |
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USYD_Sub_Purpose__c |
| not defined in Activities object |
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AQB__Status__c |
| no status field on event |
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AQB__Account__c |
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AQB__ReportStatus__c |
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Usyd_Account_2__c |
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AQB__EssentialMove__c |
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AQB__Opportunity__c |
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AQB__ActivitySummary__c |
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USYD_Event__c |
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AQB__Objective__c |
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AQB__Result__c |
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AQB__Description__c |
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CreatedById |
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LastModifiedById |
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Name |
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OwnerId |
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Mapping for EmailMessage
AQB__ReportStatus__c | EmailMessage | 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 |
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AQB__Status__c | Status | EmailMessage status picklist values are 1-5 |
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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 |
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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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