--- title: Opportunity Call Notes in Salesforce | Rollup Helper Use Case Library description: By simply creating this special rollup, it's easier to know where a rep needs to pick up on an opportunity where he/she last left it in a long sales cycle. image: https://www.passagetechnology.com/hubfs/Call%20Notes%20to%20Opportunity%20rollup.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) # Opportunity Call Notes in Salesforce [![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:  Want to see where a rep needs to pick up on an opportunity and where he/she last left it. B2B sales reps need to close opportunities in Salesforce, and they need to log sales call notes constantly while following up on many activities for each of their deals.  Many of our customers are also using activity logging apps such as "Logger" that allows a lot of activities to be logged from the iPhone / mobile device. As a sales representative or sales manager, it becomes very difficult to know where a rep needs to pick up on an opportunity where he/she last left it.   ## **Solution: **Start by creating a new custom field. First, create a new custom field (using Text Area (Long) as the data type) on the object you want the results to reside, in this case Opportunity. The name of the field can be "Call Notes." Create the rollup: - Select *Opportunity* as the Destination Object - Select *"Call Notes"* as the Target Field - Select *Task* as the Child Object - Use the default Relationship Field - Select *Text* as the Rollup Type, separated by new line - Select *Description* as the Source Field - Create New Filter - Name the filter in step 1 - In Step 2, you may want to choose a sort order so most recent notes are on top. For example, add *Due Date* to the sort order as *Descending* - In step 3 select the *Closed* field - Select *equals* as the operator - Select *True* as the Criteria - Submit ![Call Notes to Opportunity Filter resized-1](https://www.passagetechnology.com/hs-fs/hubfs/Call%20Notes%20to%20Opportunity%20Filter%20resized-1.png?width=1062&name=Call%20Notes%20to%20Opportunity%20Filter%20resized-1.png) - Save the filter then Save and Run the rollup ![Call Notes to Opportunity rollup](https://www.passagetechnology.com/hs-fs/hubfs/Call%20Notes%20to%20Opportunity%20rollup.jpg?width=910&name=Call%20Notes%20to%20Opportunity%20rollup.jpg) Tags: [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/topic/text), [Event](https://www.passagetechnology.com/rollup-helper-use-cases/topic/event), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/opportunity), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/topic/task) | [** Calculating Margin on an Opportunity ](https://www.passagetechnology.com/rollup-helper-use-cases/calculating-margin-on-an-opportunity) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Contract Management ** ](https://www.passagetechnology.com/rollup-helper-use-cases/contract-management) | | --- | --- | --- | [ 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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