Does anyone have any tips or resources to help on setting up a marketing success metric where there can be multiple successes over time from the same person? Example, if I define success as a transaction, but this can happen multiple times for the one person or potentially have incremental monetary value associated with these transactions which ideally would like to keep historical data on.
I was thinking to add in two fields on the person level with Transaction Flag and Most recent transaction date. My proposed structure of transaction flag and a most recent transaction date will be limited to the one field container and overwritten with multiple transactions over time I will lose historical data apart from program member status if I ran triggered smart campaign to capture the data change at that point in time during the program.
Ideally, it would be good not to use a custom object to keep the 1:M relationship between person and transactions to reduce complexity and increase the speed of execution.