The Date and Time of the Last Case Activity for the Account

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Problem

Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution

Create a rollup which rolls up the Last Modified Date.

The first step is to create a new custom field (using Date/Time as the data type) on the Account object. You can name the field, "Last Case Activity."

Create the rollup:

  • Select Account as the Destination Object
  • Select "Last Case Activity" as the Target field
  • Select Case as the Child Object
  • Use Account ID - Case.AccountId as the Relationship Field
  • Select Maximum as the Select Type
  • Select Last Modified Date as the Source Field
  • Creating a new filter is optional
  • Save and Run the rollup
Date and Time of last Case Activity rollup
Number of Open, Closed, In Process, Critical Cases On Account Rollup Helper Use Case Library Count number of campaigns on a lead record