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KACCENT
How to caluclate days since last activity on lead?
Hello! Since SF insn't very good at exception reporting, I am trying to come up with a way to find out which leads the sales team has not followed up with.
I'm trying to create a custom formula field that will look at the last activity date to see whether it is the same as the created date - if it is, I can assume the lead hasn't been followed up with. I keep getting an error when I try this formula:
IF( DATEVALUE( CreatedDate) = LastActivityDate, FALSE, TRUE)
I don't think I am using the correct function - can someone please help?
Thank you!!!!
It depends on how often you'll run it, but one idea that comes to mind is just make a Tabular report on Leads, and the only criteria is Last Activity not equals Last 1 days and then make the date picker in the upper-right filter on Created Date and set it to Yesterday.
Untested, but I think that would work - you might have to tweak the "not equals" and "last 1 days" part a bit to get it just how you want, but you could schedule this to go out daily to the manager of the leads, too!
All Answers
I would think a report would be the way to go here, but to get a formula to show up on the Lead screen, then you'll want to use logic like so:
If( day(createddate) == day(lastactivitydate) && month(createddate) == month(lastactivitydate) && year(createddate) == year(lastactivitydate),"No follow-up","Lead's been contacted")
It depends on how often you'll run it, but one idea that comes to mind is just make a Tabular report on Leads, and the only criteria is Last Activity not equals Last 1 days and then make the date picker in the upper-right filter on Created Date and set it to Yesterday.
Untested, but I think that would work - you might have to tweak the "not equals" and "last 1 days" part a bit to get it just how you want, but you could schedule this to go out daily to the manager of the leads, too!