AnsweredAssumed Answered

How do you filter out anyone who has a task in SFDC?

Question asked by caa8f0bba4de5ebb37e5fe100e07e217370a392c on Oct 24, 2014
Latest reply on Oct 24, 2014 by Matt Stone

Is there any way I can filter out anyone who has a task in SFDC with a specific subject line? I know you're able to do so on the opportunity level, but I believe you're not able to do so within an actual task/activity.

I'm asking because I am pulling a unique web page activity report for each of my sale reps. The data they're receiving is accurate but they want to refine the report a little more. They want to remove anyone who has a task with a subject line that starts with MQI. Is this possible?

Outcomes