Tracking Tasks
Tracking activities can be a full time job, trying to keep up with Reports and then oftentimes, reports not easily showing you just the total # of Tasks on associated with a Lead or Account record. This Workflow will:
Total up the # of Tasks associated to a Lead or Account and input the data into a field
Having the data in a net new field allows you to pull it into any report that references the associated object - rather than being gated to specific Activity Report Types
Note: Due to SFDC limitations, this Workflow won't retroactively update - feel free to reach out to your in-app support team at Swantide with questions regarding backfilling historical #s and information.