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Scenario Overview

This business requirement sees a custom field on the  Lead entity called ‘Last Note Entered’ which is a datetime field. This field is to be populated with the current datetime whenever a new note is created or updated on the Lead entity.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula of type ‘Save – To Parent’ for the Note entity
  • This formula will be executed whenever a Note record is created or updated
  • It will check if the related object is of type ‘Lead’
  • And if true will place the current datetime into the ‘Last Note Entered’ field on the Lead record.

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