As an Account Manager, I need visibility to the date of the most recent task completed by the Account Owner.
Create a Text rollup of the date of the most recent task completed by the Account Owner on an Account.
- Rollup UserName from Activity to Account
- Create a custom text field (User_Name__C)
- Rollup Step 1 select Account
- Rollup Step 2 select the field you created (User Name)
- Rollup Step 3:
2. Create a Formula field (Checkbox) on Account: (Owner/User match): $User.Username = Owner.Username
3. Rollup Date Most Recent Activity
- Create a custom Text field on Account (Most_Recent_Task_Date__c)
- Rollup Step 1 Select Account
- Rollup Step 2 Select the field you created (Most Recent Task Date)
- 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.