Rollup Summaries with DLRS

How do we measure activity on an Opportunity?
We want the opportunity to “show the story” about the communication with the customer.
We need to have an easy way to see that the sales exec has been engaged with the customer.
Activity Score measures:
Number of Emails sent/received
Number of calls created
Number of tasks created
DLRS used to count emails, calls, tasks
Formula to create an Activity Score

Видео Rollup Summaries with DLRS канала Salesforce Apex Hours