2024 Week 23 – Account without Activities in the last 6 months

CRM Analytics, Workout Wednesday / By

Introduction

In addition to the powerful dashboard offered by CRM Analytics, the tool also offers a powerful data transformation tool, the Recipe. This week, the challenge is not the dashboard itself but preparing data based on a requirement. 

Requirement: retrieve all Customers without “activity” in the last 6 months. Activity here means: 
– Opportunity creation
– Contact creation
– Task creation that linked to Opportunity, Contact, or Account

Without using CRM Analytics recipe, there are 2 options:
1. Create a few Salesforce reports and merge them manually with Excel using VLOOKUP(), this is not ideal as someone need to keep doing this
2. Get a developer to write apex script or other tool with API access and schedule it, if only your organization have a developer available

With CRM Analytics, simply create a recipe and schedule it, and you will be the hero!!

The recipe will create a dataset with only Customers that do not have activities in the last 60 months. Of course you can create a simple dashboard for your users to filter their Customer that need to be follow-up.

 

Click to open in Tableau Public

Requirements

  •  Create a DE org with CRM Analytics or use an existing org you have access to
  •  Create some contacts, opportunities and tasks that linked to a multiple Accounts
  •  Create Recipe as screenshot above

Dataset

The data can be pulled from your Salesforce with recipe, including Account, Contact, Opportunity, Task, and User. Make sure to create some data (Contacts, Opportunities, and Tasks) if you are using new DE org with CRM Analytics.

Share

After you finish your workout, share a screenshot of your recipe or solutions, or interesting insights.

Either on Twitter using the hashtags #WOW2024 and #CRMA and tag @genetis, @LaGMills @msayantani, and @simplysfdc. (Or you can use this handy link to do that)

Or on LinkedIn, tagging Alex Waleczek, Lauren Mills, Sayantani Mitra, Phillip Schrijnemaekers, and Johan Yu using the hashtags #WOW2024

Also, make sure to fill out the Submission Tracker to track your progress and help us judge the difficulty of our challenges

Solution

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