Subject of Last Task Completed


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As a Sales/Account Manager, I need visibility on an Account to the Last Task Completed.


Create a Text rollup of the most recent task completed.

  1. Create a Text field on Account (Most Recent Task Completed)
  2. Create a Text rollup of the most recent task and add a filter.
    1. Rollup Step 1:  Navigate to Rollup Helper and select Account
    2. Rollup Step 2:  Select the field you created (Most Recent Task Completed)
    3. Select Account Child - Task and select Subject as the field.  Select Text 
    4. Create a new filter:  
      1.  Limit Return to 1 Record
      2. Sort by Last Modified Date in Descending Order
      3. Specify Filter Criteria, Status =  Completed
  3. Save the filter, then Save and Run the rollup.
Number of Calls or Emails on an Opportunity Rollup Helper Use Case Library User Number of Demos Completed this Month