Use an aggregated Salesforce workflow when you want to sync very high volume data such as calls and emails. Instead of sending every single Salesforce record to SalesScreen, you can aggregate records per user per day and store them as one report.
This example shows how to create an aggregated workflow that retrieves Salesforce Task records.
Prerequisites
You must be a SalesScreen company administrator to follow these steps.
Step 1: Open Salesforce workflows in SalesScreen
Sign in to SalesScreen as an admin.
Go to Manage > Settings > Integrations > Manage Salesforce.
Click Create new workflow and choose Normal workflow.
Step 2: Select the Salesforce object source
In the Source step of the workflow wizard, open the Salesforce entity dropdown.
Search for Task and select it.
Click Apply.
Now the workflow is set to receive Task records from Salesforce.
Step 3: Set the criteria
Add criteria so that only the Task records you care about are retrieved.
For example, you can restrict the workflow to Tasks where the Type field has a value.
(Use your exact filter configuration here. The criteria ensures the workflow only receives Task records where Type is set.)
Step 4: Map fields in the Destination step
Go to the Destination step of the workflow wizard.
4.1 Choose activity type
Choose which Activity Type in SalesScreen should store the aggregated Task records.
Example: Aggregated Tasks.
4.2 Map the activity field
In the Activity dropdown, select the Salesforce field Type.
This lets SalesScreen split the aggregated records by Task Type.
4.3 Map user and quantity
Scroll down to Main User Id and map it to OwnerId (Assigned To ID).
This makes sure the aggregated tasks are credited to the correct user.
Scroll down to Quantity and map it to AggregatedRecordCount (Record Count).
This tells SalesScreen how many tasks are included in each aggregated report.
4.4 Map the report date
Scroll further down and map Report Date to ActivityDate (Due Date Only).
Important: Choose a date only field for Report Date. The records are grouped by date, so a date and time field such as CreatedDate will not work.
Step 5: Enable record aggregation
At the very bottom of the Destination step, click the cogwheel icon to open Advanced Options.
In the Advanced Options modal:
Enter a clear Workflow Description, for example
Total Tasks per user per day
Check Accumulate records.
Click OK to close the modal.
Step 6: Save the workflow
Click Save to create the workflow.
From this point, SalesScreen will:
Retrieve Task records from Salesforce
Aggregate them per user per day
Store the total number of Tasks under your chosen Activity Type
Split the totals by Task Type, so you can see how many tasks of each type each user completes per day
