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Ricki ReayRicki Reay 

FSC: What impacts (what can impact) the Last Interaction and Next Interaction Date fields?

Hi All,

I am working within Financial Services Cloud and trying to gather as much information as possible on the Last/Next Interaction Date fields. As of now, it is set up so that these fields update based on AdvisorTasks and AdvisorEvents, however I notice that this SF article (https://help.salesforce.com/articleView?id=000317198&language=en_US&type=1&mode=1)says that these fields will only be updated for Events and Tasks where task subtype = Call. 

Can I expand this so that all tasks, regardless of the subtype, impact these fields? Are there examples of other metadata types that can be added? Is there any way for me to have the activities on related leads impact these fields on the account (note: in FSC there is a custom lookup(acount) on the leads object called "Related Account" already).

Thanks in advance for any and all help/insight.

Ricki