In Sales Cloud Account List Views, there are fields that i cannot find as "Fields" or "Custom Fields" in the Account object.
They are the following :
I would like to see how they were created or if they can be modified. I would like to implement :
Last 60 Days Activities
Last 90 Days Activities
etc...
I understand creating a "Cutom" formula field would suffice but i want to make sure i do not create another Field if i can modify the existing functionality. TIA!
#Trailhead Challenges #Trailhead #Salesforce Admin #Salesforce Developer
Hello @Jorge Diaz Fields like Last Activity or Last Activity Date are what Salesforce calls Derived or Summary Fields. They don't technically live on the Account object as a standard data column. Instead, they are dynamically calculated based on the Task and Event objects. If you are using Einstein Activity Capture (EAC), fields like Last Activity
behave differently. These fields are "Virtual." You can see them in List Views and Reports, but you cannot find them in the Object Manager because they aren't standard fields.
As a best approach instead of creating a field that "looks back" 60 days, create one field that calculates the
age of the last activity. You can then use this single field to power all your list view filters and logic.- Go to: Object Manager > Account > Fields & Relationships > New.
- Type: Formula (Return Type: Number).
- Field Label: Days Since Last Activity
- Formula: TODAY() - LastActivityDate
- How to use it: In your List View Filters, simply set: Days Since Last Activity less than or equal to 60. This gives you the flexibility to change the "60" or "90" on the fly without creating new fields for every time window.
Hope this clarify your doubt. Feel free to mark this as helpful for others :)
