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Topics#Data ManagementHerbert Moore 的问题
Herbert Moore (Olive Tree Ridge) 提问于 #Data Management
2020年8月11日 20:56

Custom field that tracks email sent/received dates

I am trying to create a custom field for contacts to see when the last email conversation was. Last Activity Date doesn't pick up emails. Is there a way to create this field? The emails are picked up in the Activity Timeline, but I can't find them databased anywhere. I would do a roll-up of a field that tracks all dates too, but so far no luck.
3 个回答
  1. Ishaan Singh Dhillon (Top Hat)
    2020年8月11日 22:59
    Create a custom field on the Contact object.

     

    You need to write a flow and call the flow from a process builder on emailmessage object upon creation, the condition to call the flow should emailmessage.incoming is false. Pass the emailmessageID to the flow as input.

     

    In the flow get records for EmailMessageRelation object where:

     

    1) EmailMessageId is the ID passed from process builder to the flow 

     

    2) RelationObjectType = Contact

     

    This will give you IDs of the contact records you need to update, select the update element to set current date/time as the custom fields value.
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