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Creating system views for leads/opps with no activities RRS feed

  • Question

  • I'm trying to build 2 system views based on opportunities with no associated tasks or activities and leads with no associated tasks or activities. 

    I read that I can create a new field in both the lead and opportunity form that counts the number of activity tasks assoc. with that entity, but could not figure out the workflow/business rules to do so. 

    Any other methods or advice on the above? (Aside from building it via fetch xml)

    Thanks!

    Friday, July 17, 2015 6:09 PM

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