How to Pull Meeting Reports in Salesforce Without Duplicates

Tessa T. · 2025-04-01 15:56:36.037245+00

Hello all, Anyone know how to pull meeting reporting in Salesforce to avoid a bunch of duplicates? Right now if there is one meeting with 5 People, it's logging it as 5 meetings. Thanks!

How to Pull Meeting Reports in Salesforce Without Duplicates | RevGenius

12 comments

· Sorted by Oldest

Martin B.
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Zach S.
Tessa T.
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Thanks, Martin!
Mahak V.
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Is it creating 5 different records? Usually it’ll be one record created with 5 contacts attached so you should be able to summarise by meeting id?
Tessa T.
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Yes, exactly, it's creating 5 unique records. We have the Salesforce to outlook integration turned on so it "autologs" but it isn't helpful if it logs a bunch of duplicates
Tessa T.
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if i grouped by unique event id
Tessa T.
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it still doesn't help i'm afraid
Tessa T.
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since it's generating unique ones
Zach S.
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Hi Tessa T., on the Event Report, filter for IsChild = False. That should clear out all the other records and show only the primary event record. So, it does create child records for each additional contact you add to the meeting, that way if one person cancels it doesn't cancel the meeting for everyone. Those child records aren't seen in UI, only the parent with the 5 contacts. The IsChild parameter MAY NOT be accessible in UI so you'd need to create an IsChild__c formula field on the Activity object and reference the standard IsChild function in the formula. Then you could filter the report on the new custom formula field.
Tessa T.
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Zach S. Thank you so much. I will give this a try!
Tessa T.
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Zach S. That definitely helped, thank you! I see there are still some duplicates even when I have IsChild is false if two team members are assigned to the meeting. For example the subject is the same, the contact is the same but the assigned team member is different and activity ID is different. Do you have any advice on that?
Zach S.
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Its a different activity/Event record because it's tied to a different internal user. Unfortunately, this is a limitation of Event and Task Object architecture in Salesforce. Activity reporting is difficult sometimes...
Neil S.
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Hey Tessa T. You may want to set Row limit to first on the subject or id field
👆1

Martin B.
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Zach S.
Tessa T.
·
·
Thanks, Martin!
Mahak V.
·
·
Is it creating 5 different records? Usually it’ll be one record created with 5 contacts attached so you should be able to summarise by meeting id?
Tessa T.
·
·
Yes, exactly, it's creating 5 unique records. We have the Salesforce to outlook integration turned on so it "autologs" but it isn't helpful if it logs a bunch of duplicates
Tessa T.
·
·
if i grouped by unique event id
Tessa T.
·
·
it still doesn't help i'm afraid
Tessa T.
·
·
since it's generating unique ones
Zach S.
·
·
Hi Tessa T., on the Event Report, filter for IsChild = False. That should clear out all the other records and show only the primary event record. So, it does create child records for each additional contact you add to the meeting, that way if one person cancels it doesn't cancel the meeting for everyone. Those child records aren't seen in UI, only the parent with the 5 contacts. The IsChild parameter MAY NOT be accessible in UI so you'd need to create an IsChild__c formula field on the Activity object and reference the standard IsChild function in the formula. Then you could filter the report on the new custom formula field.
Tessa T.
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Zach S. Thank you so much. I will give this a try!
Tessa T.
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·
Zach S. That definitely helped, thank you! I see there are still some duplicates even when I have IsChild is false if two team members are assigned to the meeting. For example the subject is the same, the contact is the same but the assigned team member is different and activity ID is different. Do you have any advice on that?
Zach S.
·
·
Its a different activity/Event record because it's tied to a different internal user. Unfortunately, this is a limitation of Event and Task Object architecture in Salesforce. Activity reporting is difficult sometimes...
Neil S.
·
·
Hey Tessa T. You may want to set Row limit to first on the subject or id field
👆1