Each Event has a start date. I can get that start date to show up on the Attendee record. So far, so good.
Now I need to be able to set a Participation flag on the Contact, based on if they participated in an Event with a Start Date in the last 365 days.
But I when I go to create a formula field on the Contact, the Start Date field from Attendee is not available to choose. So stumped on how to use that info to set the Participation flag on the Contact.
Anybody know how to accomplish this?
Here's a chart showing the objects and fields:
2 réponses
Here is a link to the app Rollup Helper that George mentioned https://sforce.co/2Y9KZSy The first three rollups are free.
