Most Recent Email Date

Share

Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.

Problem

How do you calculate the latest Task Activity Date with type "Email" for each Contact record?

Solution

Quickly deploy one of Rollup Helper's pre-built rollups named, "Most Recent Email Date." The Most Recent Email Date use case calculates the latest ActivityDate of all children Tasks of type "Email" for each Contact record. This use case deploys one Rollup Helper setting and one field, "rhuc_Most_Recent_Email_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 Most Recent Email Date label:

Browse Use Cases Tile

Most Recent Email Date

  • Click on the Deploy Most Recent Email Date Field button
    Most Recent Email Date deploy field
  • The Most Recent Email 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 Most Recent Email Date Setting button
    Most Recent Email Date deploy setting
  • Finally, click on the Start Rollup Run button
    Most Recent Email Date run rollup

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

Now a Sales rep can see the last time they reached out to a Contact.

Most Recent Campaign Date Rollup Helper Use Case Library Number of Contacts under an Account