When the sales team views an individual customer record, they need to see recent interactions for the customer. These interactions can be sales orders, phone calls, or Cases. The date range for recent interactions will be different for every customer record type.
How can this be accomplished?

Question

When the sales team views an individual customer record, they need to see recent interactions for the customer. These interactions can be sales orders, phone calls, or Cases. The date range for recent interactions will be different for every customer record type.

How can this be accomplished?

Thembinkosi Sibiya · Accepted Answer

Use Lightning Flow to read the customer's record type, and then do a dynamic query for recent interactions and display on the View page.

Thembinkosi Sibiya · Answer

Use a Lightning component to Query and display interactions based on record type that is passed in using a design:attribute from the Lightning page.

Thembinkosi Sibiya · Answer

Use batch Apex to query for the most recent interactions when the customer view screen is loaded.

Thembinkosi Sibiya · Answer

Use a dynamic form on the customer record page to display recent interactions.

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