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atidev
How to show activity details in Lead
Hi,
I have to create custom fields to show the Last activity date and Number of activities for a lead in the lead detail section.
How can I do that? Is it possible to show this information in Lead?
Thanks and looking forward for an answer.
Last Activity Date can be done through a formula filed, you will see a field for last activity date to use in the formula (Insert Field -> Lead -> Last Activity Date) that is not available to add directly on the page layout.
For the activity count you will need a trigger and use a query similar to this one to update the activity count field
select count(Id) from Task where whoid=:LEADID
just try with this code to get the count of tasks on the respective lead..
Regards,
Kiran
I didn't see the last activity date in the drop down on formula editor. Could please help me more with this?
Thanks.
Use the advanced formula, and it's called "Last Activity". Make sure the field type is date or date/time
I don't have the Advanced formulae tab in Lead. What is it that i am missing?
I think in all editions this feature is available. but to cross check which edition u are using.
In developer edition the navigation is like this go to lead objects custom field section and create a custom formula field of type date and click on insert field button there u have to select Last Activity field.
Regards,
Kiran
Thank you for posting this trigger. Worked perfectly and is very helpful...