Add a CTA when the last chatter post for a customer is > 30 days
Hi, I've been asked by my managment team to find a way to add a CTA when the last Chatter Post for a customer is >30 days. Has anyone attempted this? Where do I start?
Is there any salesforce object where the chatter entries made are stored? If so you can use the object in rules engine to create a CTA (Also if you use timeline for note taking we can do that using the Activity Timeline object in gainsight)
We ended up creating a custom field in Salesforce on the Customer Info object that is fed with the last Chatter Post made by a CSE (using SFDC Profiles). And we use this field in two new CTAs - one at 60 days (as a reminder) and another at 90 days when the CTA is past due.
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