One of the most important fields to track in Salesforce is Last Activity Date. If you’re assigning Accounts to sales reps, you’ll likely want to track the last activity on those Accounts so Accounts that aren’t being actively worked can be re-assigned. Further, you may want to track currently open Opportunities based on their Last Activity Date to ensure that open Opportunities are actively being worked. Activity often correlates to setting Opportunities and moving Opportunities through the pipeline.

If you’re using Outreach, in Outreach under Settings >> Plugins >> Salesforce >> Contacts you can set which Activities from Outreach to track back to Contacts in Salesforce:

With this you can track in Salesforce who is opening your emails and clicking your links – both are indicators of potential interest in what you’re selling. The Last Activity Date on Accounts in Salesforce, though, is comprehensive of every activity on the Account. Therefore, you may find you want a custom Last Activity field in Salesforce to capture the date of certain outbound activities. This helps to differentiate any activity vs. pre-defined outbound activities. To do this, create a custom Date field (‘Last Activity Date’) on the Account object in Salesforce, then use a flow to set this field based on pre-defined activities coming from Outreach – for example ‘Outbound’ Emails from ‘Outreach’:

That’s a simple flow in Salesforce that fires on Activity create (after create), only fires if the activity meets the defined input criteria, then gets the parent Account and sets the current date. This way, you can track activities users take on Accounts based on your own defined criteria instead of what Salesforce offers out of the box. Finally, since this new Last Activity Date is on the Account, you can use a simple formula field to pull this field down to Opportunities for Opportunity Last Activity tracking,