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Matt CrawfordMatt Crawford 

Creating custom reportable fields

Hi All,
 Let me start off by saying we are breand new to Salesforce. That said, I need to create certain reportable activities for our sales associates. Essentially, we would like to easily be able to track what we refer to as support activites. I essentially need to know how many times an associates calls or stops by to say hi/ introduce themselves. How I see this working is an associate opening a prospects page and simply "adding walk in" or "adding a call" activity which would allow for their notes. This would also allow for us to pull weekly reports based on this activity. Is there a way to set this up?

Thanks in adnace,
Newbie
Steve MolisSteve Molis
That is easy to do using standard field like Activity Type and/or Activity Subject. 

Then you can use any standard Activity Report and group it by Company Name or Contact Name, and User name and Activity Type to get the count of each interaction type per User, Company, Contact, etc...
Matt CrawfordMatt Crawford
Thanks, Steve.
 Do you have a moment to go into a little more detail about how to set up and use the Activity Type/ Activity Subject?
 
Steve MolisSteve Molis
They're just fields on the Activity(Task/Event) object, I was just using that as an example of how you might group the Report so that you can see how many Calls, Meetings, Emails, etc... each User is logging with each customer