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rahbi_salem
rahbi_salem
Contributor ⭐️
April 6, 2018
Question

Adding a Contact in Timeline - Update field in Salesforce

  • April 6, 2018
  • 3 replies
  • 81 views
When a contact is added to a Timeline entry, it would be nice if we had the option to set it up so that it automatically updates a custom date field that we have on the contact record and account record in Salesforce (the fields show the last time we communicated with that contact or account).

    3 replies

    seth
    seth
    Expert ⭐️
    April 6, 2018
    Rahbi, have you figured out how to do this nightly with a Rule?
    AI Transformation @ Gainsight
    rahbi_salem
    rahbi_salemAuthor
    Contributor ⭐️
    April 6, 2018
    No.  Would it be a rule in Salesforce, since that is where it's updating the field?
    seth
    seth
    Expert ⭐️
    April 6, 2018
    Nope! 🙂 You would use a Gainsight Rule to pull the date of the most recent Timeline record for each Contact, and use the 'Load to Salesforce' action for any Contact where the most recent Timeline date is more recent than the "Last Contacted" field on the Contact.
    AI Transformation @ Gainsight
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