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Showing posts from June, 2020

Tracking last activity for Marketing re-engagement

Tracking the last date a Sales person has a task or sends out the last email could be very helpful not only for Sales Managers to evaluate team members' effort but also for Marketing Manager to plan their campaign.  Salesforce provided Last Activity which is the date when a user last did something related to the record. It could be the latest Due Date of the Closed Tasks on a record or the latest Date of Events on a record. However, this field is only visible on list views and reports. And if your org has Einstein activity capture and assign this permission to your users, the Last Activity is probably not accurate anymore as this field only log the activity manually created in Salesforce.  Then Activity Metrics fields come into play. They show a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture(EAC). However, the emails and event captured by EAC are only available in Lightning Experience and just on list views and reports. And it