I’m trying to trigger a CTA to our CSM when they haven’t communicated with their Key Stakeholder in X Time - and depending on the length of time that has passed, there are different playbooks associated with it.
Ideally the Rule would be able to identify the following:
- Key Stakeholder Communicated in within Last 3 Months
- Key Stakeholder Communicated 4 Months Ago
- Key Stakeholder Communicated 5 Months Ago
- Key Stakeholder Communicated 6 Months Ago
I used Max Created Date from Activity Timeline where the Key Stakeholder was found - and posted that date to a field on the Account record. From there I’m trying to get the accounts to match the bullet points above...via the Rules Engine so I can trigger the CTAs. But while I can get the first one - the others keep including the first bullet point and not just those associated with their time frame.
Best answer by phani_kumarView original