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Teresa_Hsu1
Teresa_Hsu1
Level 3
December 16, 2016
Solved

time stamp latest activity in SFDC

  • December 16, 2016
  • 3 replies
  • 5082 views

Is there any way I can time stamp the most recent time/date when a lead responded to our campaign?

That field will be overridden to the most recent activity. 

So, say if the lead filled out our form on 10/15/2016, the time stamp should be 10/15/2016.  However, if the lead recently attended our event on 12/10/2016.  Then, the time stamp field needed to be updated to 12/10/2016.

Is there a way to do that?

Thanks!

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Best answer by Josh_Hill13

I would strongly urge you to be careful with any trigger based method because of the amount of evaluations that could be involved.

A few thoughts.

  • Use SFDC Member - always stamps the time. Is it that hard for sales to look at this?
  • Why do you want to show Last Campaign Response Date?
  • Use Last Interesting Moment Desc or Time - already there!
  • Use MSI in SFDC - always displays this.
  • Only put the flowsteps Andy describes in your Success or Response flows, to avoid overloading the system with a central trigger.

3 replies

Andy_Varshneya1
Andy_Varshneya1
Level 7
December 16, 2016

Hi Teresa,

Yup, you'll need to create a Date (or Datetime) field called "Last Activity Date". Then, update all your flows related to lead activities to include a step with Change Data Value where field = Last Activity Date and value = {{system.date}} (or {{system.datetime}} if Last Activity Date is a datetime field). I recommend doing it at a trigger level so that you have more control over it and can troubleshoot the problem more easily, but a global trigger also works.

Hope that helps.

    Devraj_Grewal
    Devraj_Grewal
    Level 10
    December 16, 2016

    So create a new custom date field "Last Activity", or something similar. You can create a smart campaign and have multiple triggers for any of the actions you would like to include. The flow step in the smart campaign will be to change data value: Last Activity: {{system.date}}. This token will place the current date into that field when the flow runs.

      Josh_Hill13
      Josh_Hill13Accepted solution
      Level 10
      December 17, 2016

      I would strongly urge you to be careful with any trigger based method because of the amount of evaluations that could be involved.

      A few thoughts.

      • Use SFDC Member - always stamps the time. Is it that hard for sales to look at this?
      • Why do you want to show Last Campaign Response Date?
      • Use Last Interesting Moment Desc or Time - already there!
      • Use MSI in SFDC - always displays this.
      • Only put the flowsteps Andy describes in your Success or Response flows, to avoid overloading the system with a central trigger.
        Teresa_Hsu1
        Teresa_Hsu1Author
        Level 3
        December 18, 2016

        So, this was actually to disposition any inactive leads.  We just want to keep or contact leads that have responded to our campaign in the last 90 days.  My thinking is to have this time stamp in SFDC so that our Sales Ops could clean the database based on that time stamp.

        What will you suggest in this case?

        SanfordWhiteman
        SanfordWhiteman
        Level 10
        December 17, 2016

        Just to prop up Josh's great answer, your example mixes events and forrm fillouts and that's pretty much exactly how I'd define an Interesting Moment -- an event of any type that pops out of the chaff of an Activity Log. Unless you are already flagging IMs for events that aren't interesting in this same way.

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