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tcash21 Need a field on Account Page for custom days since last activity
I've had this problem now for months and finally am resorting to custom coding.
All I need to be able to do is figure out how many days it has been since a lead or account has been contacted.
We have a caveat though in that we need to filter out marketing activities so there's a filter that looks like "Assigned != 'Marketing'" at the Tasks/Events level.
How difficult would it be to write a trigger in Apex to fill in the most recent Completed Task/Event not assigned to "Marketing" date on an account or lead record?
Is this even possible? And would it be on or before an update/insert?
I'm extremely new to apex coding, but am hoping someone else has had a similar problem and may even have a bit of code to share.
Thank you.
It wouldn't be too difficult to do. You would create a after insert/update trigger on a Task. You can put something like 'Trigger methods' into the search at developer.force.com to learn how to create triggers.