Activity History from SalesForce

💬 General Discussion
1

Does anyone know how to migrate the activity history from SalesForce into the History module of SuiteCRM?

Thanks in advance

2

The Activity History shows things that are completed, Tasks, Calls, Meetings, etc. technically if you just migrate completed stuff, that subpanel will get filled with data

best regards

3

Hey Mike,

Thank you for getting back to me.

I have migrated the tasks, notes, campaigns, etc…

When a user logs in, clicks on an Account - nothing is listed under Activities or History.

However, if they click on the contact, followed by looking in the contact’s History - there it is - see attached screen shots

I do not understand why it is not listed under Account’s history

I have tried to update the parent_id to match the id with Accounts in the Notes table, but no change. No history or activity under any Account

4

are you also filling the files parent_type? there should be the word Accounts and in parent_id the id of the Account. Also, that parent_type define other modules.

best regards

5

Hey Mike,

That worked. I ran the following SQL:


update `notes` set parent_type = 'Accounts' where parent_id > 0;

Which only filled half the table, followed by:


update `notes` set parent_type = 'Accounts' where parent_type IS NULL;

Thank you sir, that was awesome

6

That’s great, i’m glad your got it working

best regards