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NSC | Using Last Sales Activity in Custom Formula Field

May 17, 2022 7:53PM 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:

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