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jarrod_k
Last Activity Performed By - Formula Field
Has anyone created a custom formula field to display who performed the last activity on an Opportunity? I have been trying to create this and haven't had any luck.
Thank you for any insight you can provide.
Unfortunately it's not an easy solution. You can't use a formula field (including cross-object formulas), since there isn't a clean link between the Activity and the Opportunity. In addition, you can't do a cross-object workflow since standard objects are currently excluded from this functionality.
Unless someone chimes in with a better answer, I think the only solution will be a trigger. Even that has some complications. For your use case, can an Activity be an email, task or event or only tasks / events? If you exclude email, it becomes somewhat easier. I'm not sure you can put a trigger on an email activity (but I could be wrong). Regardless, I think this will require some custom code.