3

We have 2 workflows that collide:

  1. Sales team are looking for neglected accounts, based on "Last Activity" < last 6 months.

  2. Marketing team are sending mass emails through campaigns etc, to the same accounts, however, once they do, that account's "Last Activity" is updated with the sent email/task

That interferes with sales team. And I can't figure a way to get by this.

Ideas?

1

How about custom date field which will hold "Last modification date". This field will be updated in trigger only if user who triggered update is not from Marketing team.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.