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?
Userlevel 7
+10
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?
That actually might do the trick!! Thank you
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