Ask PT About Salesforce's “Last Activity” Field



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Dear PT, 

At our company, we are having difficulties leveraging the default configuration for the Last Activity field in our Salesforce® org. We are looking for a convenient and efficient way for RevOps team members to know what happened in our last contact with a customer, but it’s difficult since activities are split into both Tasks and Events. And it would be nice if we didn’t have to spend time on coding and ongoing maintenance to achieve this. Can you help?

C. Last in NOLA

Dear C,

There is an easy way to address this issue—Rollup Helper to the rescue! You can aggregate the latest completed Task or Event date for any Object. Using a simple formula and two specialized rollups, you can display this Last Activity field on any page layout, most likely an Account or Contact page (or both). You can also hide this field from some people, if you choose to do so.

Get the specifics on how to customize the Last Activity field.




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