Salesforce - Stage Duration
HI everyone,
I have used the salesforce connector for a while now and I am trying to find a easier way to measure Stage Duration in days for each opportunity and its current stage in our pipeline.
I know that by bringing opportunity history and events, I could get the minimun date for each stage changes, but it gets tricky when an opportunity moves from stage 2 to 3 and later on moves back to 2.
for Blogs I have found in internet , there has to be a field named "LastStageChangeDate_c", but navigating throught the Browse Object and Fields list , I have not been able to find it.
Another way could be... to create a custom field directly in Salesforce that holds the formula (TODAY() - 'LastStageChangeDate_c') and then grab it from the Objects list.
Has anybody done this and maybe has an easier way to do it ?
Thanks
**Say 'Thanks' by clicking the thumbs up in the post that helped you.
**Please mark the post that solves your problem as 'Accepted Solution'
Comments
-
Hi,
It sounds like your custom field idea is on the right track. This should give you the metrics you want.
I have a tried and true process for whenever I get stuck: I always contact my Customer Success Manager. I like to run my ideas by them to see if they've seen similar situations with other clients. The majority of the time, they've helped resolve a similar situation and have a suggestion that will help me to quickly resolve my question on my own.
In the rare instance that there isn't a quick or easy solution, my Customer Success Manager is able to arrange a meeting with a consultant, who is able to help me find a solution to my question.
- Jarvis
0
Categories
- All Categories
- 2K Product Ideas
- 2K Ideas Exchange
- 1.6K Connect
- 1.3K Connectors
- 311 Workbench
- 7 Cloud Amplifier
- 9 Federated
- 3K Transform
- 114 SQL DataFlows
- 654 Datasets
- 2.2K Magic ETL
- 4.1K Visualize
- 2.5K Charting
- 803 Beast Mode
- 79 App Studio
- 44 Variables
- 758 Automate
- 188 Apps
- 480 APIs & Domo Developer
- 73 Workflows
- 17 DomoAI
- 40 Predict
- 17 Jupyter Workspaces
- 23 R & Python Tiles
- 408 Distribute
- 119 Domo Everywhere
- 279 Scheduled Reports
- 10 Software Integrations
- 141 Manage
- 137 Governance & Security
- 8 Domo Community Gallery
- 47 Product Releases
- 12 Domo University
- 5.4K Community Forums
- 41 Getting Started
- 31 Community Member Introductions
- 114 Community Announcements
- 4.8K Archive