A sales rep visits clients and logs calls. Sometimes the sales rep hosts an educational conference and some of that reps client attend the conference. We already log the calls into a Calls object with fields like Call Type, Date/Time, Call Notes, Account, etc. We also already log the educational event into an Event object with fields like Date/Time, Event ID, Attendees (who are Accounts), etc.
We are wanting to track whether the sales rep is doing proper follow-up with the attendees of the educational events. The reps are supposed to visit the attendee accounts within two weeks of the event, and then agan within 4 weeks after the initial post-event visit. Currently, the reps indicate in the call notes field of the call object that the visit is a post-edcuational-event visit. We can filter for that because they use standard language to do so. That gives us a listing of post-educational-event visits by rep and client. We also run a report from the event object to get a listing of events and attendees. At this point the comparison of Event Date to follow-up call date is manually done either on paper or in Excel. That's what we'd like to be able to automate/streamline, if possible.
I beleive that we might be able to do that if we use a specific call type to indicate the call is a post-educational-event follow-up call...my stumbling block is this: Can we do date math between records? In other words:
1. Educational Event occurred on 1-Mar-2013 (it was attended by Account A and Account B)
2. Account A was visited on 12-Mar-2013, Account B was visited on 16-Mar-2013.
3. Account A was visited again on 10-Apr-2013, Account B was visited on 11-Apr-2013.
First: Can I calculate the time between the event and the first visit ? (For Account A = 11 days, for Account B = 15 days) Account A meets expectations, while B does not.
Second: Can I also then calculate the time between the initial follow-up visit and the second follow-up visit? (For Account A = 29 days, for Account B = 26 days) Both meet the expectation this time.
Any ideas ??
Thanks !
4 个回答
As long as the (custom) fields are available on the object and are "Date" type, you can just subtract them in a formula field set to return numbers. For example, my_visit__c - edu_event__c will return number of days.
