Hello everyone 🙂
I'm looking for how to create a (dynamic) list of my customers who have been on base for more than 1 year but less than 3 years, and who would have bought at least one of my products "x" or "y".
I work on pi.pardot.com plateform.
Thank you in advance for your help !
1 resposta
Eric Burté (DEVOTEAM) 
Forum Ambassador
Hello @Aline M.,
You need to create a field on Salesforce side, on account object, to identify these customers (because you cannot rely only on account creation date) : for example, a roll-up field on your "transaction" related object, telling the account the latest purchase date.
BR
Eric
