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Can I do a "7 day task bundling" program?

Question asked by Amy Walker on Nov 15, 2018
Latest reply on Nov 16, 2018 by Amy Walker

Hope someone out there can help....

 

Marketing Management wants to see what tele is doing with end user marketing content engagement and in what period of time. So that all form completions and email clicks trigger an email alert sent to the person's owner (taken from SFDC) and a task is assigned to him/her.

 

Tele is now freaking out with TOO many tasks and have asked for multiple interactions for the same person, within a given week to be held back. Here's the scenario they want: Seven (7) days is the time horizon ie the owner is to be notified on day 1 of a specific activity, and then notified on day 8 if there is another on that day.

 

Example:

    • Person A does:
      • Day 1 – interaction 1,2,3
      • Day 4 – interaction 4
      • Day 8 – interaction 5
      • Day 10 – interaction 6
      • Day 15 – interaction 7
      • Day 20 – interaction 8
    • The owner of Person A will get notified on interaction 1, 5 and 7 as they happened 7 days apart. The rest, 2,3,4,6,8 will be found in the activity record of the person in SFDC.

 

So, alerts and tasks are set up on everything, how do we do the "throttling" (for lack of a better word) on the tasks within the 7 day time horizon?

 

Thanks!!

~Amy

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