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Eric Boller
Last Activity By Lead Owner
How can I create a trigger (and is a trigger needed?) that updates a field based on the last activity on a lead by lead owner? I currently have the below formula field but that references any activity.
IF(OR(ISBLANK(LastActivityDate), LastActivityDate < (TODAY()-30)), "No", "In Window")
IF(OR(ISBLANK(LastActivityDate), LastActivityDate < (TODAY()-30)), "No", "In Window")
1. Create the workflow rule on the lead object
2. Choose your evaluation criteria
3. In the rule criteria select formual evaluates to true and keep the below formula
4. Then in the workflow action do your field update operation.
Thanks,
Karan