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Heese
Count the number of Activities not being related to an account or opportunity
I need to improve the quality of our data. A lot of our reps are creating and completing activities without relating it to the proper record. Is there an easy way to calculate a formula that divides the number of those describes activities with the total count.
Number of Unrelated Activities marked as closed/Total number of Completed.
Thanks
Hi Heese,
If you are trying to improve data quality, why not set up validation rules so an Account or Opportunity must be selected before saving the Activity?
Good Luck,
Eric