Opportunity Call Notes in Salesforce

Problem

Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of their deals. Many of our customers are also using activity logging apps such as "Logger" that allows a lot of activities to be logged from the iPhone / mobile device. As a sales representative or sales manager, it becomes very difficult to know where a rep needs to pick up on an opportunity where he/she last left it. 

Solution

First, create a new custom field (using Text Area (Long) as the data type) on the object you want the results to reside, in this case Opportunity. The name of the field can be "Call Notes."

Create the rollup:

• Select Opportunity as the Destination Object
• Select "Call Notes" as the Target Field
• Select Task as the Child Object
• Use the default Relationship Field
• Select Text as the Rollup Type, separated by new line
• Select Description as the Source Field
• Create New Filter
  
  • Name the filter in step 1
  • In Step 2, you may want to choose a sort order so most recent notes are on top. For example, add Due Date to the sort order as Descending
  • In step 3 select the Closed field
  • Select equals as the operator
  • Select True as the Criteria
  • Submit
    
• Save the filter then Save and Run the rollup