How do I create a 'Days Since Last Activity' Custom Field?

Ebsta Support -

Creating a Custom Field to measure the Days Since Last Activity will allow you to better monitor the engagement your employees have with Accounts, Contacts, Leads and Opportunities and ensure nothing is left to slip through the net.

 

1. Click Setup.

Screen Shot 2016-02-16 at 15.21.25.png

 

2. Go to Customize > Select your Object (e.g. Opportunities) > Fields.

Picture1.png

 

3. Click New to create a Custom Field.

Picture1.png

 

4. Select Formula and click Next.

Picture1.png

 

5. Name the field "Days since last email", select Number and click Next.

 

Picture1.png

 

6. Add the following information as the formula and then click Next:

FLOOR(TODAY() -  IF( ISBLANK(ebsta1__Last_Email_Activity_Date__c) , DATEVALUE("2014-01-01"), DATEVALUE(ebsta1__Last_Email_Activity_Date__c)))

Note: If your chosen object is Accounts, the following formula should be used instead:

FLOOR(TODAY() -  IF( ISBLANK(ebsta1__ebstaLast_Activity_Date__c) , DATEVALUE("2014-01-01"), DATEVALUE(ebsta1__ebstaLast_Activity_Date__c)))

 

Picture1.png

 

7. Click Next for the next couple of pages and then Save on Step 5.

Note: You can, if you wish, opt for the Custom Field not to be visible against the Object Page Layout. If this is the case, please ensure the Add Field box is unchecked before you click Save on Step 5.

Picture1.png

 

Recommended next reading:

How do I create an 'Opportunities Status' graph?

How do I create an 'Opportunities at Risk' graph?