Salesforce Lightning - Display Most Recent Meeting Date and Note
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In Salesforce Lightning I have built a report for clients with their meeting date and notes. I would like to create a calculation or use a filter that will only show the last meeting date and note. In the filter section I have tried to use Created date filtered by "Last Activity Date" , Last 7 days etc but I can not find anything that will just show last meeting date in general.
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In Salesforce Lightning I have built a report for clients with their meeting date and notes. I would like to create a calculation or use a filter that will only show the last meeting date and note. In the filter section I have tried to use Created date filtered by "Last Activity Date" , Last 7 days etc but I can not find anything that will just show last meeting date in general.
Wrong place to post this - this forum is for free tools that that may be of use to other members, not questions about tools. Try here: Ask A Question[^] but remember that we can't see your screen, access your HDD, or read your mind - we only get exactly what you type to work with - we get no other context for your project. Imagine this: you go for a drive in the country, but you have a problem with the car. You call the garage, say "it broke" and turn off your phone. How long will you be waiting before the garage arrives with the right bits and tools to fix the car given they don't know what make or model it is, who you are, what happened when it all went wrong, or even where you are? That's what you've done here. So stop typing as little as possible and try explaining things to people who have no way to access your project! Just saying "I want to do this" without any idea of what you have tried, where you are stuck, what help you need - that isn't going to get you anything useful!
"I have no idea what I did, but I'm taking full credit for it." - ThisOldTony "Common sense is so rare these days, it should be classified as a super power" - Random T-shirt AntiTwitter: @DalekDave is now a follower!
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In Salesforce Lightning I have built a report for clients with their meeting date and notes. I would like to create a calculation or use a filter that will only show the last meeting date and note. In the filter section I have tried to use Created date filtered by "Last Activity Date" , Last 7 days etc but I can not find anything that will just show last meeting date in general.
devotee virat wrote:
In the filter section I have tried to use Created date filtered by "Last Activity Date" , Last 7 days etc but I can not find anything that will just show last meeting date in general.
If the data doesn't exist then it doesn't exist. No way around that. But perhaps you just don't know where to look. If so seems like there would probably be a Salesforce technical forum where one could ask about what fields exist.
