First Opportunity Close Date

Problem

How do you calculate the first close date for a child Opportunity for each parent Account record?

Solution

Quickly deploy one of Rollup Helper's pre-built rollups named, "First Opportunity Close Date." The First Opportunity Close Date use case calculates the first close date for a child Opportunity for each parent Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_First_Opportunity_Close_Date."

Once logged into your Salesforce organization click on the App Launcher or All Tabs and search for "Rollup Helper." Click on the "Deploy Pre-Built Rollups" tile and click Deploy next to the First Opportunity Close Date label:

• Click on the Deploy First Opportunity Close Date Field button
  
• The First Opportunity Close Date field will be deployed.
• Please Note: Field Level Security will not be automatically set when creating fields through Rollup Helper, and the field will not automatically be added to page layouts. Please ensure that the newly created field is added to all desired layouts and permission sets once the rollup creation process has concluded.
• Then click on the Deploy and Run First Opportunity Close Date Setting button
  
• Finally, click on the Start Rollup Run button
  

You will also be able to view and edit the deployed rollup via the All Rollups page.

Now Sales and Marketing teams will be able to see how long an Account has been a Customer.