Rules Trigger - Account Health Dashboard

  • 27 January 2023
  • 2 replies

Userlevel 3

We added Market Events to our Account Health Dashboard, but we only want those accounts to stay on the dashboard for 6 months.


How would I create a rule to trigger that?

2 replies

Userlevel 7
Badge +10

@MelissaC This depends quite a bit on how you constructed the dataset.

If I recall correctly, you added the Market Event Impact to Account field into the Timeline object. What if you simply added a filter to your Report that the Created Date of any Timeline entry in scope must be greater than or equal Last 180 Days?

Userlevel 3

That actually might do the trick!!  Thank you @matthew_lind