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Leslie Pico Formula for number of calls, emails for a contact
Salesforce team,
Is there a way that I can track the total number of calls/emails for a given contact? For instance there could be a field thats "Number of calls" then the same for emails.
Is there a way that I can track the total number of calls/emails for a given contact? For instance there could be a field thats "Number of calls" then the same for emails.
I've used this app with a lot of success for "non traditional" rollups https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI
Basically it just supercharges what you can do with normal roll-up summary fields. I'd create a rollup that summarizes Activities on the Contact record and filter based on Type as you've described in your scenario above.
Hope this helps!
Travis