Hi Everyone!
I was wondering if anyone has been able to solve for this: we have Gong integrated with Salesforce and we want to report on how many calls our CSMs attend as participants and how many calls they host in the same report. Ideally, any call that the CSM would attend could also be counted towards their calls for the week. Currently, we’re using a task and events report type that uses the “Assigned to” field to report on the event record, but we are limited to just who hosted the call. We’ve played around with some of the out of the box Gong report types that are part of our unmanaged package, but we’re hitting a dead end. Totally open to some new ideas from the community!
Thank you!
