Optional Initialization of 'Last Customer Call' Field

Upon activation of portatour® customers, the 'Last Customer Call' field is empty by default. If your organization already includes the date of the last visit, portatour® can use this information for activation.

Enter a valid SOQL Query which returns a dataset with a DateTime or Date field type. You can also use aggregate functions or LIMIT. The ID of the respective customer object (e.g. Account) is forwarded through the :RecordID parameter.

Click on Sample Query to use a sample query. The sample query in the screenshot above returns the date of the most recent Activity, which is not a recurring Event, not an all-day Event, not in the future and not older than 2 years.

General requirements for the SOQL Query:

• Filter using :RecordID
• Limit the results to a realistic time frame in the past, for example the last year. The date must not be in the future
• Exactly one column of type DateTime or Date
• Exactly one row should be returned (use aggregate functions or LIMIT)

SELECT ActivityDate
FROM Task
WHERE (WhatID=:RecordID) AND (ActivityDate != NULL)
AND (ActivityDate<=TODAY) AND (ActivityDate>=LAST_N_DAYS:730)
ORDER BY ActivityDate DESC
LIMIT 1

Check the Query by selecting the dataset and clicking Validate. portatour® executes the Query and shows the resulting value. Select Validate and Save to save the settings.

You can adjust additional fields dynamically, see section Using dynamic Data Fields.