Adam Barnes - 1 year ago
Completely agree with this but what I have just discovered, if you relate multiple contacts to e.g., an Event within Salesforce or Lightning for Outlook, ONLY the primary Contacts' LastActivityDate will be updated and all other contacts related to the Event DO NOT. I actually think that specifically is a BUG and not just 'How it Works'. But still Salesforce say this. I cant be the only one thinking that this is not a bug? Salesforce allow this to happen but then dont allow the rest of the logic to happen. I dont think you should be allowing multiple contacts to be related if you dont then continue with the rest of your 'Standard' functionality.
What this means for us that all our reporting isnt accurate as where we are relating lots of contact to an event they have gone to, when we report, it still looks like we havent met with them at all. Unless a single record event/task is related to them manually for that date.
Oh, and I found out that if I go into Opportunites, click edit, then save (without changes) it counts as an edit. That means you can game the system and appear to be checking in on your Opportunites when in fact you are not. The date is recorded as an edit and no way to tell what was or wasn't actually edited. It does not show on the summary screen of the Opportunity (where you normally see the picture and detail of what was changed.)
I posted my question and now I am working on an Opportunity History report, which is close, but not quite there - if I filter for a date range, I get all instances of edits within that date range rather than just the most recent. A little frustrating that I can't just pull in the last edit date.