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This macro dynamically updates the Account Rating field on Account objects using predefined conditions tied to the Last Activity Date.
This flexible macro can be executed in multiple ways—manually, in batches, triggered by specific actions, or scheduled to run periodically. This allows users to customize how and when the field is updated to best align with their workflows and operational needs. By ensuring the Account Rating field remains current, the macro helps sales and customer success teams effectively prioritize follow-ups, enhance account management, and improve data accuracy.
By integrating into Salesforce Flows, triggers, or scheduled jobs, the macro provides a seamless, automated way to keep account data up to date, empowering users to stay on top of their accounts in real-time.
Automatically updates the Account Rating field (“Hot,” “Warm,” or “Cold”) based on the Last Activity Date, ensuring accounts are accurately prioritized and consistently updated according to user preferences.
