module_15338475259619281

Business Problem:

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Solution:  

Create a Custom Object (Updates) as a child of Account so that all Account Team members can log notes in one central place.  Create a Text rollup of the most recent Updates to the Account.

Rollup the notes first to Update, then up to Account.

  1. Rollup to Update:
    1. Create a Text Area field on Updates (Most Recent Notes)
    2. Navigate to Rollup Helper, Rollup Step 1 select Updates
    3. Rollup Step 2 select the field you created (Most Recent Notes)
    4. Rollup Step 3:

                 5.  Add a filter:

       2.  Rollup to Account

  1. Create a Text Area field on Account ( Recent Updates)
  2. Navigate to Rollup Helper; rollup step 1 Select Account
  3. Rollup Step 2 select the field you created (Recent Updates)
  4. Rollup Step 3:

     5.  Add a filter:  Limit to 3 record, Sort Last Modified Date in Descending order.

Save the filter, Save and Run the rollup.