Have you noticed that Salesforce’s Last Activity Date is not very useful? It could have been triggered by a number of activities, but not always the ones that matter. Think of this Flow as a blueprint for any type of activity you would like to track.
Imagine a stakeholder asks you, “Can I have a Last Activity Date for only completed Demos on an Account? We want to be able to easily report and track the Accounts we are Demoing on.” Lets assume for the purpose of this example that every Demo preformed is as a Task on an Opportunity. Every time a someone completes a Demo, they must select what type of Demo was preformed via the Custom Picklist Field Demo Type. Continue reading
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