In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you’d use to prospect off of, but in this example, we’ll use contacts. In order to begin prospecting based on the last completed activity, you’ll need to make sure that the last activity date field is visible in your org. This is updated whenever you log a call or other event with your contact, for example, and is what we’ll use to find out when that last completed activity was. We’ll also show you how to filter out contacts (or other object records) that don’t have a last completed activity date.
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About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.