0

I want to calculate Activity Score on Contact and Account should be updated based on following formula.

Contact/Account Activity Score = 
Count of Meetings * 3 + Count of calls * 2 + Count of Emails * 1

Note: This count will be done separately for all child activities of Account/Contact records!

can you please let me know how this can be implemented i am thinking to write trigger on task and event object

please let me know your thoughts

2

Don't write your own rollup code - it's time-consuming and tricky to cover all of the different contingencies.

Install Declarative Lookup Rollup Summaries instead. You can define three rollups on each object for counts of meetings, calls, and emails, and then write a formula field to calculate your score.

Make sure you're aware of the distinction between an Activity's AccountId and WhatId and decide which one you want to roll up accordingly.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.