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August 19, 2025

Migration Article #491

  • August 19, 2025
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Migration Article #491
Hey Katie

I created a Vidyard Video that you can view 2 , but in order to do this you need a formula field added to the Call to Action object. I believe that there are in report formulas on the report roadmap, but if you are looking to get this done today, this will be the easiest way.

Formula on Call to Action object

  • label= Closed in 7 days
  • type = checkbox
  • value = IF( JBCXM__ClosedDate__c - JBCXM__CreatedDate__c <= 7, TRUE, FALSE)
Basically, this field will then allow us to do the appropriate grouping and summarization, giving you what you were looking for.

2

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