When I was a Salesforce admin, people asked me many times if we can roll the information of activities up to the contact level. It will be a dream if the roll-up summary can handle that, but it is not possible because activities and contacts do not have a master-detail relationship. It is feasible through some 3rd-party apps, but I haven’t found any that meets my need and is easy to use. (Open for suggestion here!!) So let’s build the solution with flow!
Now many of you might have the solution for calls (Task object) already because there is a lookup (contact) field. We can handle this easily with Process Builder. However, email is really the big problem as they are now a separate object called Email Message. When you check the object, you can’t see the contact lookup either. In fact, there is a junction object called “Email Message Relation” that connects the email and the relevant personnel.
This makes it impossible to build the solution in Process Builder, thus a very good example of what flow can achieve.
* Big thanks to Zhizhi Gabanna for sending in the case!
|See fields explanation of:|
|Email Message Relation|
Lulu Mobile wants to track how fast their salespeople reach out to the newly-created leads or contacts. They have a field called “First Followup Date”, and they want the system to populate this field whenever they send out an email or log a call. Since it is the first followup date, they only want to update it when the field is not empty.
For calls (Task Object), it is very easy to achieve using Process Builder. For emails, we can only use Flow. To demonstrate, we will build both solutions using Flow. If you want to count Events in, simply clone the flow for Task and change the object to Event.
We will use Record-Triggered Flow to make this happen. The solution will work for both Lead and Contact objects.
Flow 1: Update Lead/Contact When Task Is Logged
Flow 2: Update Lead/Contact When Email Is Logged
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|Get Records||Update Records|
Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!