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Client profile · Wealth Management

Independent investment management firm

An independent investment management firm engaged Vantage Point to remediate Activity Insights and Apex Rollup fields so last email, call, and meeting dates on contacts and leads report correctly.

Virginia Client since 2026 1 engagement

The challenge

Activity Insights fields tracking last email, call, and meeting dates on contacts and leads were not rolling up correctly, leaving the team without reliable activity data.

What Vantage Point delivered

  • Diagnosed incorrect rollups of last email, call, and meeting date fields on contacts and leads
  • Remediated Activity Insights and Apex Rollup configuration in Salesforce
  • Scoped the fix through discovery with the internal Salesforce admin

Platforms

Salesforce

Services

Optimization

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