Create a URL-Driven Salesforce Activity Report

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.

By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.

You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.

Here's the Row-Level formula referenced in the video:
IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE)

Enjoy!

Subscribe to our monthly newsletter that includes a summary of all How-To videos.

Interested in implementing Salesforce or optimizing your current instance?  Book a free 30-minute introductory call to learn more about my consulting services (for new potential clients only).