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Customer experience | Sales, Customer Insights,...
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How to connect 1st activity entity or last activity entity to Service & Case entity?

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Bring the 1st and last activity entity under 'Related' entity,  in order to extract information from 1st activity or last activity onto Service & Cases entity. thanks! 

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  • Community Member Profile Picture
    on at
    RE: How to connect 1st activity entity or last activity entity to Service & Case entity?

    Yes, S&C entity linked Activities as 1:N relationship.  I mean how we link S&C entity to it's 'Last Activities' as an 1:1 relationship.  

    My previous company has contact linked to contract as 1:N relationship but also linked contact to 'last contract' as 1:1 relationship.

    this is order for user to extract any fields from 'last activity' in the S&C level.  for example, I would like to extract 'Created on' date for the last activity in the S&C.   (many activities in S&C, but i just need to know when the last activity has been created)

    Hope that's clear. :-)

    thanks

  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: How to connect 1st activity entity or last activity entity to Service & Case entity?

    Hi Partner,

    Can you please provide more information about your requirement, Service&Cases is a custom entity right?

    Since you could find the activities in the related entity, that means you have connected the activities to your S&C entity, there should be already a 1:N relationship between them.

    Sorry that I'm not very clear about what you said and what you need :(

    Regards,

    Leo

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