Prospecting Based on Last Completed Activity

 Sep 6, 2021

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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Daniel Gonzalez

Daniel Gonzalez

Regional Sales Manager

Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.

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