Rollup Most Recent Updates on Account (Custom Object)

Problem

As an Account Manager or Sales Rep. I need to see the most recent activity on an Account before contacting the client.

Solution

Create a Custom Object (Updates) as a child of Account so that all Account Team members can log notes in one central place.  Create a Text rollup of the most recent Updates to the Account.

Rollup the notes first to Update, then up to Account.

• Rollup to Update:
  • Create a Text Area field on Updates (Most Recent Notes)
  • Navigate to Rollup Helper, Rollup Step 1 select Updates
  • Rollup Step 2 select the field you created (Most Recent Notes)
  • Rollup Step 3:
    
  • Add a filter:
    • Limit of 3 child records per parent
    • Sort order is Created Date, in Descending order

• Rollup to Account
  • Create a Text Area field on Account ( Recent Updates)
  • Navigate to Rollup Helper; rollup step 1 Select Account
  • Rollup Step 2 select the field you created (Recent Updates)
  • Rollup Step 3:
    
  • Add a filter:  Limit to 3 record, Sort Created Date in Descending order.

Save the filter, Save and Run the rollup.

 Need help?