ninagonzalez

Thank you so much!!!! If we force everything to upper case we would run the risk of joining the wrong records but it sounds like it will work for record ID.

Yes, we looked at the connectors available, which is basically either Activity or Lead and the Activity info seems to not be relational to the leads. I suspect we have to bring in a lot of reports and then group them into one data set. this is definitely a lot of work. And yet this use case must be common. So I wonder if…

Thanks Mark, this worked!