Loading

No data populated in Last Interaction or Next Interaction fields

Udgivelsesdato: Oct 13, 2022
Beskrivelse
Users may notice that the Last Interaction and/or Next Interaction fields are blank on a Client Account or Household although the Account includes past and/or future activities.
Løsning

'Last Interaction' and 'Next Interaction' fields will only be populated by Events or Tasks with "Task Subtype" equal to "Call".

 

These Activities must use a Record Type defined in the "InteractionFieldUpdates" Custom Metadata Type. Additionally, the Contact field on the Activity must lookup to the Client's Contact record.

 

At the Household/Group level the Next Interaction and Last Interaction dates are based only on the Primary Member's Events and Tasks.

 

Note: The "Task Subtype" field can only be set when you first create a Task.

Vidensartikelnummer

000383101

 
Indlæser
Salesforce Help | Article