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.
- Create a Text field on Account (Most Recent Task Completed)
- Create a Text rollup of the most recent task and add a filter.
- Rollup Step 1: Navigate to Rollup Helper and select Account
- Rollup Step 2: Select the field you created (Most Recent Task Completed)
- Select Account Child - Task and select Subject as the field. Select Text
- Create a new filter:
- Limit Return to 1 Record
- Sort by Last Modified Date in Descending Order
- Specify Filter Criteria, Status = Completed
- Save the filter, then Save and Run the rollup.