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hello :) we have categorized our customers into different lifecycle phases so that we can better approach them. you can see how we have categorized the 4 different types "new acquisition", "purchase", "retain" and "winback" from the formula below. Now i would like to find out when a customer is about to enter the next phase. Would you have any idea how to do that? 

 

Thank you :)

 

#Sales Cloud #Service Cloud #Marketing Cloud #Analytics #Trailhead #Automation 

 

IF( ISNULL(LastOrder__r.EndDate),

'New Acquisition',

IF( LastOrder__r.EndDate >= TODAY (),

IF ( NrOfOpportunitiesWon__c > 1 , 'Purchase', 'New Acquisition'),

IF ( LastOrder__r.EndDate >= ADDMONTHS(TODAY(),-3),

'Retain',

IF( LastOrder__r.EndDate >= ADDMONTHS(TODAY(),-12) ,

'Win Back',

'New Acquisition' )

)

)

)

7 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Oct 12, 2021, 7:13 AM

    The easiest then woudl be to create a text field that you would track and run a scheduled flow or batch apex every day.

    This woudl in turn populate the text field with "new acquisition", "purchase", "retain" and "winback" depending on the formula.

    You can now see the changes in the History related list

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