Hi,
I was wondering if anyone could help me understand what MKTO Filter to use to set up a triggered program based on when the last Activity was Logged on a Lead in SFDC. The Use Case is: If a sales person hasn't created a New Activity (Task or Event) on the Lead in the past 90 days or past Quarter, then automatically change the Lead Status to Rejected.
How does this filter work: Not Activity Was Logged
I tried searching on it and couldn't find a description.
Any suggestions on a filter for this trigger this would be greatly appreciated.
You could do one of two options
Hi Danielle,
I feel there is a confusion here: you can only create a trigger on something that happens. So you cannot create a trigger on absence of activity
In your case, look for batch approach as described by Josh.
-Greg
Another possible angle to take this would be to make a process in SF that changes the field's value.