Most Recent Opportunity Close Date

Problem

How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?

Solution

Quickly deploy one of Rollup Helper's pre-built rollups named, "Most Recent Opp Close Date." The Most Recent Opp Close Date use case calculates the most recent close date of a child closed Opportunity for each parent Account record. This use case deploys one Rollup Helper setting and one field, "rhuc_Most_Recent_Opp_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 Most Recent Opp Close Date label:

• Click on the Deploy Most Recent Opp Close Date Field button
  
• The Most Recent Opp 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 Most Recent Opp 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 your Sales team members can see the last time a Customer purchased from your company.