--- title: Most Recent Note on Account | Rollup Helper Use Case Library description: How to retrieve the text of the most recent Note Body on an Account record from an auto-deployed rollup from Rollup Helper. image: https://www.passagetechnology.com/hubfs/Most%20Recent%20Note%20on%20Account.jpg --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Most Recent Note on Account [![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®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Problem: How do you retrieve the text of the most recent Note Body on a child Note for each parent Account record? ## Solution: Deploy Rollup Helper's pre-built rollup "Most Recent Note on Account." Quickly deploy one of Rollup Helper's pre-built rollups named, "Most Recent Note on Account." The Most Recent Note on Account use case retrieves the text of the most recent Note Body on a child Note for each parent Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Most_Recent_Note_on_Account." 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 Note on Account label: ![Browse Use Cases Tile](https://www.passagetechnology.com/hs-fs/hubfs/Browse%20Use%20Cases%20Tile.png?width=1303&name=Browse%20Use%20Cases%20Tile.png) ![Most Recent Note on Account](https://www.passagetechnology.com/hs-fs/hubfs/Most%20Recent%20Note%20on%20Account.jpg?width=1767&name=Most%20Recent%20Note%20on%20Account.jpg) - Click on the Deploy Most Recent Note on Account Field button ![Most Recent Note on Account deploy field](https://www.passagetechnology.com/hs-fs/hubfs/Most%20Recent%20Note%20on%20Account%20deploy%20field.jpg?width=1718&name=Most%20Recent%20Note%20on%20Account%20deploy%20field.jpg) - The Most Recent Note on Account 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 Note on Account Setting button ![Most Recent Note on Account deploy setting](https://www.passagetechnology.com/hs-fs/hubfs/Most%20Recent%20Note%20on%20Account%20deploy%20setting.jpg?width=2250&name=Most%20Recent%20Note%20on%20Account%20deploy%20setting.jpg) - Finally, click on the Start Rollup Run button ![Most Recent Note on Account run rollup](https://www.passagetechnology.com/hs-fs/hubfs/Most%20Recent%20Note%20on%20Account%20run%20rollup.jpg?width=2318&name=Most%20Recent%20Note%20on%20Account%20run%20rollup.jpg) You will also be able to view and edit the deployed rollup via the All Rollups page.  Now your Sales team can read the latest Notes on an Account to pick up where they left off. Tags: [Account](https://www.passagetechnology.com/rollup-helper-use-cases/topic/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/topic/text), [Notes & Attachments](https://www.passagetechnology.com/rollup-helper-use-cases/topic/notes-attachments), [Pre-Built rollup](https://www.passagetechnology.com/rollup-helper-use-cases/topic/pre-built-rollup) | [** Campaign Revenue ](https://www.passagetechnology.com/rollup-helper-use-cases/campaign-revenue) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Names of Child Accounts on Parent Account ** ](https://www.passagetechnology.com/rollup-helper-use-cases/names-of-child-accounts-on-parent-account) | | --- | --- | --- | [ Optimize Sales Rep Reporting and Leaderboards in Salesforce ](https://www.passagetechnology.com/rollup-helper-use-cases/sales-rep-reporting) [ Rolling Up Marketing Cloud Account Engagement (Pardot) Activity ](https://www.passagetechnology.com/rollup-helper-use-cases/rolling-up-marketing-cloud-account-engagement-pardot-activity) [ Streamline Sales Pipeline ](https://www.passagetechnology.com/rollup-helper-use-cases/streamline-sales-pipeline) [ Creating Grandchild Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/creating-grandchild-rollups) [ Calculate the Number of Cases on a Salesforce Contact Record ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) [ Creating Account Hierarchy Rollups without Coding ](https://www.passagetechnology.com/rollup-helper-use-cases/account-hierarchy-rollup-without-code) [ Easily Create a Custom Last Activity (Task/Event) Date ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) [ Roll-ups Using Formulas Rather than Static Criteria ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) [ Identify The Primary Contact On An Account ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) [ Opportunity Line Item Schedule Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-line-item-schedule-rollups) © 2026 Passage Technology LLC All Rights Reserved. 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