Most Recent Contract End Date on Account

Problem

You need an easy method for reporting and planning around renewals without running a multi-object report.

Solution

Create a rollup to aggregate the most recent Contract end date to Account.

The first step is to create a new custom field (using Date as the data type) on the Account object. You can name the field "Renewal Date."

Create the rollup:

• Select Account as the Destination Object
• Select "Renewal Date" as the Target Field
• Select Contract as the Child Object
• Use the standard AccountId Relationship Field
• Select Maximum as the Rollup Type
• Select Contract End Date as the Source Field
• A New Filter is optional
• Save the filter, then Save and Run the rollup
  

You can use this information to send email alerts to customer success teams or clients 30/60/90 days in advance to remind customers of their renewal.

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