Hi Trailblazer Community, I am struggling to work out the most efficient way to achieve this.
We have a checkbox field on our contact record called 'Is Unfinancial?'.
I am wanting to create potentially an object that every day stores the count of contacts where that checkbox field is FALSE and timestamps that value against todays date so we can see a rolling true count of financial/active contacts in our system.
What would be the best way to achieve this outcome?
Help on this is very much appreciated :-)
Eric Praud (Activ8 Solar Energies) Forum Ambassador
Hi,
Depending on the volume of contacts, you could try a reporting snapshot:
https://help.salesforce.com/s/articleView?id=sf.data_about_analytic_snap.htm&type=5
The created date on your custom object would be "today's date" if it runs every day