This easy-to-use feature lets sales reps track activities on Leads, Contacts, Opportunities, Custom Objects, and Accounts in a snap!
How Does It Work?
In simple terms, this Swantide Workflow is like a reminder. It runs a check to see if any Records related to an Object in Salesforce have had any outreach (Task or Event) in a set number of day related to a Record.
For example, if a Record has had any Task or Event in the last 60 days, the 'Has Activity in Past 60 Days' checkbox will show as 'True'. If there hasn’t been any activity, it will show as 'False'.
Why is this Helpful for Sales Reps?
This feature makes it super easy for sales reps to pull up a report to see which Records have had Outreach or furthermore, if the Checkbox is "False" then they should pursue Outreach.
How to Deploy this Workflow from the App to your Salesforce Environment:
Go to app.swantide.com
Search for the Workflow or Click this Link
Enter in your Workflow Description and Variable Inputs
For the above example, we would like to see if Leads have had any Task or Events in the Past 60 Days
Therefore my Variable Inputs would look like this
This workflow then deploys, one Custom Field "Has Activity in Past 60 Days" on the Lead Object and one Scheduled Flow to check for Activities to run on a nightly basis.
More Information:
Using Swantide Workflow Across Salesforce:
Leads: It helps reps see which leads are active and need attention.
Contacts: It shows how often contacts are being engaged with.
Opportunities: It points out which opportunities are being interacted with the most.
Custom Objects: It’s adaptable, letting reps track activity on any custom objects they need.
If you cannot find your Custom Object in Scope, reach out to your CSM to bring that Object into the App
Accounts: It gives a clear picture of interaction levels with different accounts.
Conclusion:
Swantide Workflow is a practical, user-friendly tool in Salesforce. It’s great for sales reps looking to easily see and manage their interactions with Leads, Contacts, Opportunities, Custom Objects, and Accounts. By having a simple way to view and assess Activity Attribution, sales reps can make better-informed decisions, manage their time effectively, and focus on building strong relationships, ultimately achieving better results.