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We have a picklist that needs updated once an activity is logged against the Lead or Contact. We have EAC enabled, so when an email is logged against Lead or Contact, we need to update the picklist. Sounds and seems simple (and maybe it is), but I have not been able to figure out how to best accomplish this with Flow. What are others doing to accomplish this or anything similar to this?

11 Antworten
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    20. Feb. 2024, 18:33

    I've just created a Scratch Org with Sales Cloud Einstein and setup Einstein Activity Capture and Activity Metrics.

     

    I can see that both Activity Metric and Activity Metric Rollup Objects are targetable in a Record Triggered Flow.

     

    I'd therefore suggest a Record Triggered Flow based off of the ActivityMetric Object that runs when LastEmailDateTime is set or updated.

     

    Within your Flow you'd need to ascertain if it's related to a Lead/Contact and then perform the necessary update logic.

     

    Hope this helps!

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