I thought I could pull the related opp's last activity date into the activity via formula, then compare the dates with another formula and bam. However, no love there.
Any ideas on how to just see the latest activity? Managers are wanting to see the latest happenings with opps, but not the other old stuff.
1 risposta
Hi Ben,
currently salesforce does npt support field to field comparison in the report filters, like opportunity last activity date = activity date
it only supports field to a value last activity date = 12/08/2014
please promote this idea
https://success.salesforce.com/ideaView?id=08730000000BrHAAA0
your option is to write a trigger
either roll up the comments from the latest activity to a long text field in opportunity or to a check box on activity indicating that as a latest activity
please post your question at the developer forums
https://developer.salesforce.com/forums/#!/feedtype=RECENT&criteria=ALLQUESTIONS
there is also a free app called roll up on app exchange, you can try the free edition which supports roll up of 3 fields including text fields
