We currently have a custom user lookup field on the account object for their dedicated CSM. I'm looking to create a report that shows Accounts that have not been contacted by their CSM in the last 60 days. Since it's not the standard Account Owner field, I'm struggling to figure out how to match the CSM Lookup field on the Account object to the "Created By" field on the Activity. Any recommendations on the best way to accomplish this? I'm open to formula fields or utilizing DLRS, but my initial ideas aren't working as hoped as I feel limited by the Related To field on the Activity. Thanks in advance!
What about a date field on the Account labeled "Last CSM Contact Date". Then a flow that runs off of created activities to insert the date into that field when a activity is logged? Within the flow you could set conditions where the CSM must match the Activity owner and so forth.
