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Tufayel Ahmed 님이 #Reports & Dashboards에 질문했습니다
I want to create a formula on the leads object that takes the minimum date of all assocaited events and puts that in the formula. So I want to see if the lead had a recently scheduled activity and only pull up those with an activity that was scheduled in the last week for my reporting purposes. How can I accomplish this?
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  1. 2016년 10월 11일 오후 2:50

    There is a field on the Lead object called "Last Activity".  This might be what you are looking for and it can be used in a Report.  You can set a filter on the report where Last Activity = Last Week.  For a more complex solution you would need to use some sort of rollup tool to scan through the Activity history and calculate the exact logic of the way you want to track your type of activity.

    "Last Activity shows when someone in your Organization last did something related to the record. It represents one of the following:

     

    The latest Due Date of the closed tasks on a record. 

     

    The latest Date of events on a record.

     

    For example: If you have multiple Activities on a record, the Last Activity would show the Due Date which is farthest of all. So, if the Due Date on all Activities are 1/01/2015, 2/01/2015, 3/01/2015, the Last Activity would show 3/01/2015" on the report and would take this date into consideration when filtering the List Views. In List Views and "Reports, the Last Activity is labeled "Last Activity."  Last Activity is not available to add to the Page Layout."

    https://success.salesforce.com/ideaView?id=08730000000jjoFAAQ

     

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