Hi all
I want to set up a CRM schedule that counts the records in a custom module that meet certain criteria and record that number in a field on my Accounts module. As there are more than 200 accounts and the number it will be counting is more than 200, I think Bulk Read is the only way to do this. My problem is, I just can't get my head around creating the query.
Once I understand the structure of the query itself, I am fairly confident in my ability to do the rest. Is there a simple way to structure/build a JSON list, that makes sense to people with limited technical skills/mental capacity? :)
What I want to do is:
a) Bulk Read all Accounts
b) Iterate through each account and then do a Bulk Read on the custom module where Account = current account iteration, Status = [Whatever] and Created on is current month
c) As in b, but for previous month
Any thoughts, help, tips would be greatly appreciated.