How to Trigger a Contact and Account Updates when Email is Archived

I posted a question a few days ago about updating "Last Call" and "Last Email" fields that use the "maxRelatedDate" in Contact and Account records.  Chris Raffle suggested it may have been a setting in the Config file, but as it works out, that wasn't the problem.

After many hours of investigation and testing, I have FINALLY sorted out the issue.

The "Last Call with Contact" field in the Contacts Module, and the "Last Call with Account" field in the Accounts Module are automatically updated because the creation of a Call Record triggers an update of the Contact and Account records (as Chris Raffle pointed out).

Unfortunately, the Archiving of an Email (with the BCC to the Email Archiving address) doesn't trigger a record update!  Therefore the "Last Email with ___" field doesn't  get updated :-(

I've been trying to create a process that would trigger a Contact or Account update when an Email is archived without success. I spent time this weekend doing mass no-op updates of Contact and Account records to update the Last Email field, but I'd like to find a way to automate the updates.

Any ideas or suggestions of things I should try?

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  • I signed up for the 30 day trial, but it looks like the Sugar folks aren't happy with the package in the On-Demand environment.  Here's the message when I try to upload the package:

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    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)