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I have it set up so that a field titled "Last Activity Date" is updated every time a phone call or email is added for a contact, and I have done the same for accounts (this is all using a rollup field). However, they are independent of each other, so when a contact who is linked to the account XYZ is emailed, the activity date is updated for the contact, but not for account XYZ. Is there a way to link them to each other? In order for the Last Activity Date to be updated for the account, the account itself has to be emailed or called. Any suggestions as to how to get the last activity date for accounts to update with contacts?
Thanks in advance.
Could you not put together a workflow on the contact record that gets triggered on the change of the Last Activity Date on the Contact?
This would then update the Last Activity Date on the Account record?
you could also consider using a rollup field
As suggested by Bharat, I think Workflow would be a logical choice. I would like to suggest, you check the Quick View Form as well. Instead of maintaining same field for the same purpose in two separate entity, you can have it in one entity and display it in another entity using Quick View Form. You can also think of creating a custom entity which will have the "Last Activity Date". So when an email arrives to either contact or Account you execute a workflow to update the custom entity "Last Activity Date".
Hope this helps.
I'm still looking for a solution to this -
Workflow isn't letting me use a rollup field (like Last Contacted on the Contact) to trigger a workflow, and a Calculated Rollup field is already in place on the Contact AND Account. Thus, I can't seem to find a way to create a Calculated Rollup field that takes the data from two existing Calculated Rollup fields (in this case, the Contact and Account).
Could you try something like this:
I am wanting to achieve the same thing. Did you manage to get a solution to this?
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