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