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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce’s native segmentation capabilities for time-based analysis are limited by static bucket fields and restrictive formula functionality. The platform struggles with dynamic segmentation that automatically updates as time progresses, especially when combining multiple date fields.
Here’s how to create comprehensive record segmentation based on time since last activity that automatically recategorizes records and incorporates multiple activity types.
CoefficientBuild comprehensive activity segmentation with
SalesforceSalesforceThe solution involves importing yourdata intospreadsheets where you can analyze multiple date fields simultaneously and create sophisticated segmentation logic that updates automatically.
How to make it work
Step 1. Import records with all relevant date fields.
Use Coefficient to pull records including LastModifiedDate, LastActivityDate, LastEmailDate, and any other activity-related date fields. This gives you comprehensive activity data for analysis.
Step 2. Create a multi-activity date analysis formula.
Find the most recent activity across all date fields with this formula:
Step 3. Build your activity-based segmentation formula.
Create meaningful segments based on the most recent activity:
Step 4. Set up dynamic filtering by activity segments.
Use Coefficient’s filtering capabilities to create views for each activity segment. This lets you focus on specific groups like “Dormant” records that need re-engagement or “Highly Active” records ready for next steps.
Step 5. Schedule automated updates for current segmentation.
Set up daily refreshes so your activity segmentation stays current. Records automatically move between segments as time progresses, giving you real-time activity insights.
Step 6. Create weighted activity scoring (advanced).
For more sophisticated analysis, combine recency with frequency by incorporating activity counts alongside date analysis for comprehensive activity scoring.
Start segmenting by activity automatically
Try CoefficientDynamic activity segmentation gives you comprehensive record categorization that automatically updates as time progresses and activity patterns change.to build the sophisticated activity analysis that Salesforce can’t provide natively.
