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Brianna Bollettieri
Opportunity Last Modified Date
An issue that has come up within my organization is that when a call is logged we would like the opportunity Last Modified Date to update. The reason for this is because it is showing up that opportunities have been "untouched" for extended periods of time, even if calls are being logged. So in reality they aren't technically untouched opportunities. We have looked into using the last activity date field, but that field is not of any help because it doesn't update when a call is logged. It only updates when tasks or events are created / updated which my organization doesn't use.
Any assistance would be greatly appreciated. Thanks!
Any assistance would be greatly appreciated. Thanks!
1. Create a Process on Task object, select only when record is created as Start criteria
2. in the condition use WhatId Starts with Id 'Opportunity Id first three char'
3. If Task belongs to an Opportunity, then pass the Record Id to the Flow (Use Flow as Immediate action).
4. Inside the Flow update checkbox field available on Opportunity
Hope it make snese