Avoiding Creating Duplicate Tasks in SFDC~ | Community
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A
Anonymous
March 7, 2013
Question

Avoiding Creating Duplicate Tasks in SFDC~

  • March 7, 2013
  • 2 replies
  • 996 views
Hi there, I'd like to NOT create a Task for a lead in SFDC that has had a task created in the last 2 weeks, for example. 
 
I can't create a Smart List for leads that have had a task created in XX or anything, and can't seem to find a way to do this in my Smart Campaign either. 
 
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2 replies

Josh_Hill13
Josh_Hill13
Level 10
March 8, 2013
Megan, can you tell us more about the use case? What are you trying to accomplish? What kind of task?
A
Anonymous
July 16, 2014

Potential Use Case:

Trigger campaign that assigns a SFDC task to a lead when they click an email.  Task subject is "Clicked Email: Followup"

Is there a way to setup the smartlist to exclude any lead that has already logged the activity of having a SFDC task created with the same name "Clicked Email: Followup" in the previous week?

 

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