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Catco CRMCatco CRM 

Last Activity Formula

Hello All,

I am trying to create a formula with willl alert a broker that there has been no activity in the last 90 days. Since the last acitivity is not an option for a leads  page layout I have to insert a field. I tried severl times to create a formula
LastActivityDate  >(2/23/2008)
LastActivityDate  >2/23/2008 (expression) )
LastActivityDate  >  TODAY(2/23/2008)

I guess Im really off. :)

learnSFlearnSF

You can create formula field and write like

IF( LastActivityDate > DATE(2005,02,01) , 1, 0)

 

 

Catco CRMCatco CRM
Thank you,

What if I want to make it generic, For example no activity in the last 90 days?
learnSFlearnSF

Not Sure but you can use this

WHERE Date = LAST_N_DAYS:90

Catco CRMCatco CRM

Thanks for your help unfortunately I was not able to get the formula to work. I get a warning stating that the formula is not formatted correctly.

This is how i enter the recommendation:

IF( LastActivityDate > DATE(LAST_N_DAYS:90) , 1, 0)

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I further want to complicate this trigger,I want to gather all the Sales leads with no actvity (emails or calls) within the last 90 days and what best describes you (picklist) equals seller or buyer, owner etc. and dump them into a new queue.  I just need the formula I know how to update the field.

Thanks in advance.

LastActivityDate  -  TODAY()  >= 90

IF( LastActivityDate > today>= 90,  AND(

 

ISPICKVAL( What_Best_Describes_You__c , "buyer")

ISPICKVAL( What_Best_Describes_You__c , "seller"),1, 0))