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Tai Rahman Next Activity Date
Hello,
I'm trying to write a formula that would show the date for the next scheduled activity at an account level. I.e., if an account has a activity date > today, it would show us that date. And if the account has 3 activities scheduled with a date greater than today, then this formula would show the most recent next activity.
Any advice would be greatly appreciated. Thank you in advance!
-Tai
I'm trying to write a formula that would show the date for the next scheduled activity at an account level. I.e., if an account has a activity date > today, it would show us that date. And if the account has 3 activities scheduled with a date greater than today, then this formula would show the most recent next activity.
Any advice would be greatly appreciated. Thank you in advance!
-Tai
I'm looking for the same (for contacts/leads) - last activity date is existing, but next activity date would be very usefull.
Hope somebody has an idea.
Johanna
You can build a Flow to populate the Next Activity Date into a field. I've triggered it to run off of two process builders when a Task or Contact created or edited.
For any other queries visit www.targetintegration.com, or e-mail us at info@targetintegration.com.
Regards,
Target Integration
created or edited.
Thanks for posting this, as I am looking for a solution to provide Next Activity date as well.
Regarding the flow above - where/how were the process builders involved?
Also - from what I have read Salesforce flows no longer have a Variable for Loops as well - would your process be revised?
Many thanks!
Russell
Everettruss8@hotmail.com