![]() Here's a sample report setup to show completed Mixmax activities for the past 30 days: Simply include a filter option for Completed Date when building your report. Now that you have used the Completed Date/Time field, you can build a Salesforce report on sent emails and completed tasks for a specific time frame. Click on Add action and set the same action as above.Select All of the conditions are met (AND).Create the condition below for when the Description field contains Insight provided by Mixmax.This would allow you to use the Completed Date field to build a report for not only completed tasks, but also, for synced sent email messages. We would recommend doing the same for any email activity synced from Mixmax by adding another Criteria. Click Use this formula, then click Save.Next, we'll select to update the Completed Date/Time field, choose Formula under Type, then click on Build a formula and type in TODAY() in the text field below.Under Criteria for Updating Records, select No criteria - just update the records!.Under Record Type , choose the option for Select the Task record that started your process.Select Update Records under Action Type.Click on Yes under Advanced to execute the action only when the specified change is made.Create the condition below for when the Status field is set to "Completed".Select All Conditions are met as desired criteria. ![]() Next, click on Add Object, select Task, and select when a record is created or updated to start the process.Next, give your process a name, description, and select A record changes as trigger for the process, then Save.Once the Process Builder opens up, click on New to start a new process.Go to Setup and search for Process Builder in the Quick Find.Next, create a Process Builder automation to update the Completed Date/Time field with today's date anytime someone completes a task activity. Under the SETUP > Object Manager > Task object menu, use the standard field Completed Date/Time. Then, we will use this Completed Date/Time field to build a report that will tell us the number of activities the team has completed in a specified time frame We will then use the Process Builder in Salesforce to build an automation that will automatically update the Completed Date/Time field with today's date anytime someone completes an activity. In the example below, we used the standard field on the Task object called Completed Date/Time. But there isn't an easy way to know the exact date & time when a task was completed. Salesforce tasks have a "Last modified date" field. You can build a report in Salesforce using the synced data to get insight into the daily activities completed by your team. This ensures that important correspondence with prospects and customers are visible and accessible directly to your team within Salesforce. With Salesforce connected to Mixmax, your team's daily activities can now sync to Salesforce. Build a Salesforce Report to track activities completed daily by your team
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