Results 1 to 1 of 1
Threaded View
-
05-05-2015, 12:07 PM #1
- Join Date
- Jun 2014
- Posts
- 137
CRM Tip of the Week – Sneaky field lets you keep track of touch points in Salesforce
There’s a sneaky field a lot of people don’t realize is hiding in the corner of your Salesforce org that can play a huge role in your day to day operations. Even though you can’t add it to your page layouts, the Last Activity field is available for Accounts, Contacts, and Leads in Reports, List Views, Formula Fields, and Apex. Last Activity tells you the last time an Activity was logged for a record – whether it was an in person meeting, call, or email. Read more about it and get a ready-to-implement formula here!
The CloudMyBiz Team.
.
Similar Threads
-
CRM Tip of the Week - Choosing the right phone integration for Salesforce
By HenryA in forum PromotionsReplies: 1Last Post: 07-30-2015, 08:21 AM -
CRM Tip of the Week - Subscribe to Reports in Salesforce and get the numbers you need
By HenryA in forum PromotionsReplies: 0Last Post: 03-10-2015, 02:24 PM -
CRM Tip of the Week - Nifty workflow lets you send emails in batches in Salesforce
By HenryA in forum PromotionsReplies: 0Last Post: 01-20-2015, 12:38 PM -
CRM App of the Week – Put your Salesforce data on the map with Geopointe
By HenryA in forum PromotionsReplies: 0Last Post: 11-11-2014, 12:06 PM -
CRM Tip of the Week - Tell your team what’s next with one easy field in Salesforce
By HenryA in forum PromotionsReplies: 0Last Post: 10-06-2014, 02:26 PM