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Display last activity by owner on accounts
We're trying to create an account field which displays the last activity date for activities created by the account owner. Has anyone found a way to do this?
Thank you,
Tyler
Thank you,
Tyler
I tried creating a formula field and put formula as LastActivityDate.
You can check the below link as well.
https://help.salesforce.com/apex/HTViewSolution?urlname=What-is-the-difference-between-Last-Activity-and-Last-Modified-1327108315155&language=en_US
Thanks,
Pratik
Task is one of those funny ones because of the WhoID and WhatID fields replacing what would otherwise be standard lookup fields.
As a result of this you would have to track these with a trigger I think.
It would end up being something like:
If new task creator = WhatId owner , update custom field on account with today's date
Salesforce does have custom lookup fields on Activities in Beta testing right now which would allow you to update this with normal workflow rules I think, assuming they provide all functionality with the release.
Alternatively you could build a Lightning Process (assuming you have Enterprise Edition) that fires when an activity is updated, to find the parent account, then search for all the account owner's activities for that account, sort the list in a descending manner, and grab the first record's date, and stamp it on the account.