Set the Lead field 'Latest Activity Date' to the latest Task created (under it) Due Date using Flow #inSalesforce
Set the Lead field 'Latest Activity Date' to the latest Task created (under it) Due Date using Flow #inSalesforce
Create the field Latest Activity Date (Date Type) where the latest Task Due Date will get populated.
Create a screen flow:
Create record type variable recordId
GET element:
Task, criteria: WhoId equals recordId.Id, Desc by Id and first record
UPDATE element:
Lead, Criteria as per need, Update: Latest Activity Date equals getTasks.ActivityDate
Screen: Latest Activity Date Updated Successfully
Save, Activate
Create Action on Lead and add the flow you created, pass the recordId
Add the Action to the Lead Layout
Visual: https://www.youtube.com/watch?v=RwtoFGPtDX4
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