We are more oriented around Accounts, and activities, than we are Leads and Contacts. As such, we have a lot of custom fields on the Account records, that we write to periodically from our external systems through the API. Along with workflows and triggers that use this data, our reps also use this in their email marketing to prospects. They have been sending emails from the Account level, individually prospecting accounts.
Now, they have the ability to build list views in the Contact record and automate their prospecting campaigns. However, the first hurdles that I need to get over are getting the Account custom field values into the Contact record. The one that has me blocked, is looking at the Activity History records, determining the max date value, and updating this value on the Contact record custom field that would display it, on each modification of the contact record.
Is this a workflow, or is APEX going to be involved to accomplish this?
4 answers
Cross object formulas are easy to build.
for your reference:
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_cross_object.htm&language=en
