I want to have a CTA that fires if the last 2 CTAs on an account were closed with status "Closed - No Response". Is there a straightforward way to tell the rules engine to capture the last 2 CTA closure reasons on an account?
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I can't think of one. Two ideas:
- Maybe you can figure out how to do it with a Salesforce formula field on the Customer Info or Account object. I'm not an expert in that formula syntax, though.
- You could have a boolean field on Customer Info or Account. Every time that a CTA is closed with 'no response' it gets set to true. Then, each time that a CTA is closed with 'no response' and that field is true, you fire the CTA that you have in mind.
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