How Can I Find Salesforce Leads with No Activity in the Last 6 Months?


Getting information into Salesforce is usually pretty simple and straightforward.

It's relatively easy and intuitive to create leads, contacts, accounts. 

We can easily log calls, tasks, and to-do items.

The struggle often comes up as soon as users need to extract information OUT of Salesforce.

Believe it or not, it's really pretty simple to do.

In this article, we will explore how to find Salesforce leads with no activity in the last 6 months.

This can be done in two ways...either as a list view or as a report.

I'll show you how you can do both.

LIST VIEW

Go to the Leads tab, and click CREATE NEW VIEW.


For VIEW NAME enter "Leads w no activity in 6 months."


Add the following filter: LAST ACTIVITY > LESS OR EQUAL > Value: Last 6 Months.


Just to be sure that the data shown meets your criteria, add LAST ACTIVITY into the SELECTED FIELDS so that it appears in the display.


Hit SAVE.

Ta-da! You're done.


FYI - You might also want to have a separate list view showing all leads with NO ACTIVITIES. In this scenario, I would repeat the steps listed above, calling the list view "Leads w no Activities" and your filtering criteria should be:

Last Activity > EQUALS > [leave the value field blank]


REPORTS

You can follow a similar approach to create a report showing all leads with the last activity date being more than 6 months ago.



You can apply the same principles to Contacts, Accounts, Opportunities, or any other custom object in Salesforce.

Need to learn more? Drop me a line and I'll see what I can do to help.

Happy Learning!





David Giller a Salesforce MVP, User Group Leader, Trainer, Consultant, Blogger & Author.

Although he started his career as an attorney, David entered the world of enterprise-scale IT management at NBCUniversal, & continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru."

David is now CEO of Brainiate, helping companies unleash the power of Salesforce.

You can read more about David's bizarre career path here.


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