I've got a custom object called
Attribution_Event__c that has a lookup to both
As a contact takes specific actions we create attribution events(goes to website, answers a call, responds to email, etc.)
What I'm ultimately trying to do is to demonstrate which attribution events are driving opportunities.
So, let's say a
Contact came to the website on 4/30 we'd log an attribution event for that action. Then, we email and he/she responds on 5/1. We'd have two attribution events, one for the website visit and one for the email response.
On 5/3 we generate an opportunity and tie the contact via a Contact Role to the oppty.
Is there any way to demonstrate that
an attribution event took place within X days
what the last attribution event was on a contact prior to the opportunity being created
At this point I'm just looking to do a SOQL query to get this data, is it possible to do without code or is apex required to identify those relationships? Adding new workflows or process builder isn't going to work for me in this case. I'm trying to export the data to prove value to customers that have installed my app.