module_15338475259619281

Business Problem:

As an Account Manager, I need visibility to the date of the most recent task completed by the Account Owner.

Solution:

Create a Text rollup of the date of the most recent task completed by the Account Owner on an Account.

  1. Rollup UserName from Activity to Account  
    1. Create a custom text field (User_Name__C)
    2. Rollup Step 1 select Account
    3. Rollup Step 2 select the field you created (User Name)
    4. Rollup Step 3:

     2.   Create a Formula field (Checkbox) on Account:  (Owner/User match):  $User.Username = Owner.Username

     3.  Rollup Date Most Recent Activity 

  1. Create a custom Text field on Account (Most_Recent_Task_Date__c)
  2. Rollup Step 1 Select Account
  3. Rollup Step 2 Select the field you created (Most Recent Task Date)
  4. Rollup Step 3

Add a filter to the rollup:

    4.  Create a Formula Field (Text) on Account (Activity by Account Owner Only):  IF (User_Name_Match_Account_Owner__c, Most_Recent_Task_Date__c, NULL)  These are the names of the Checkbox field and Date rollup fields.

Can hide fields from steps 1-3.