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NSC | Using Last Sales Activity in Custom Formula Field

edited Aug 23, 2022 9:59PM in CRM


Scenario:

Custom Formula Field to show the number of days since customer was last contacted based on Last Sales Activity, where contact = Message, Phone call, or User Notes activities.

Solution:

  1. Navigate to Customization > Lists, Records, & Fields > Entity Fields
  2. Store Value checkbox = is False
  3. In Applies To tab, enable records you would like to appear this custom field 
  4. In Validation & Defaulting tab
    1. Set Default Value to ({today}-{custentity_date_lsa})
    2. Formula checkbox = Checked
  5. Click Save & Apply to Forms

The Store Value must be unchecked when using a formula to make the sourcing work.


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