+ Start a Discussion
Grégoire BonnefoyGrégoire Bonnefoy 

Custum indicator


I would like to modify my indicator that deal with leads. 
The idea is to create three differents possibilites for that indicator : hot, warna and cold.
Cold definition : no activities for more than 2 months
Warm definition : no activities between 2 weeks and 2 months
Hot definition : activities between 0 and 14 days

I'm really struggling with it, help would be appreciate ! :)

deepak balur 19deepak balur 19
Here's my suggestion: update a date field on Lead when a Activity is created or updated.
Create a FF on lead which calculates the Age.
Create another FF field and use the IMAGE field; here's an example https://help.salesforce.com/HTViewSolution?id=000007604.
Hi Gregoire,

Create a custom formula field with something like this:

CASE( Text(field__c) , 
"Value1", IMAGE( "/servlet/servlet.FileDownload?file=01550000000N4NG", "Green"),
"Value2", IMAGE( "/servlet/servlet.FileDownload?file=01550000000N4NY", "Yellow"),
"Value3", IMAGE( "/servlet/servlet.FileDownload?file=01550000000N4NR", "Red"),

Where /servlet/servlet.FileDownload?file=01550000000N4NG is the image you loaded.

Grégoire BonnefoyGrégoire Bonnefoy
Thanks for your help. 
I tried to use two formulas in the Process Builder to make sure that the modification is automatic.
For example, I tried "LastModificationDate < Today() + (-15)" and  "DATE(YEAR(TODAY()), MONTH(TODAY()), DAY(TODAY() - 15))". It failed. 
Do you know why ?