How to create a salesforce last activity date formula field?
I'm looking to use Last Activity Date for a report that I am creating for my Sales team, but it does not appear to populate correctly. At least not according to what I've read in the literature posted above. That being the case, I need to write a formula field that pulls the last date an Activity Log was created. But I'm not entirely sure I know how to write that logic.
I tried a simple formula to just include the Activity_Log__r.Call_Date__c But that does not populate. Unless I need more parameters. I would like it to choose the most current of potentially multiple dates.
To populate the "Salesforce Last Activity Date" to a parent record for example "Lead" you can use a Process Builder.
1-Process triggered on Task, only when a record is created 2-Use an if condition to select the type of task, for example: subject contains "Call" 3-Select as an Action "Update a record" (a record related to the one originating the process). If you are using Contacts or Leads look for "Name" which is the "WhoId", if you are using "Account" or any other custom object use "Related to" or "WhatId".