---
title: Event Metrics - Date of Last In-Person Meeting | Rollup Helper Use Case Library
description: With Rollup Helper, create rollups in Salesforce to identify this data, trigger workflows and validation rules, and view on the lead/contact detail page.
---

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# Event Metrics - Date of Last In-Person Meeting

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## **Problem: **Need to find the date of the last an in-person meeting with a contact or lead.

We need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger workflows, validation rules, otherwise show this metric on the lead/contact detail page you would need to write custom code. The solution is Rollup Helper.

## **Solution: **Use Rollup Helper to get the date of the last an in-person meeting with a contact or lead in Salesforce.

1) Create target field that is a **date** field on the contact and/or lead object.

2) Create a rollup, selecting target object contact/lead and then select your target field.

3) In step 3, select the source object task / event (depending on type of object); choose relationship field that applies; and then select **activity date** field. Choose **MAX** rollup type to grab the latest date found.

4) Create new filter where:

     a) subject contains In Person Meetings

5) Click save and run, or run in real-time.

Tags: [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/topic/contact), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/topic/event), [Lead](https://www.passagetechnology.com/rollup-helper-use-cases/topic/lead), [MAX](https://www.passagetechnology.com/rollup-helper-use-cases/topic/max), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/topic/task)

| [** Campaign Metrics - First Response Date ](https://www.passagetechnology.com/rollup-helper-use-cases/campaign-metrics-first-response-date) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Event Metrics - Count of In-Person Meetings In Last 12 Months ** ](https://www.passagetechnology.com/rollup-helper-use-cases/event-metrics-count-of-in-person-meetings) |
| --- | --- | --- |

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