---
title: Rollup Most Recent Updates on Account (Custom Object) | Rollup Helper Use Case Library
description: With Rollup Helper, you can create rollups to view the most recent activity on an Account in Salesforce before contacting the client. Improve productivity.
image: https://www.passagetechnology.com/hubfs/Imported_Blog_Media/img-20.png
---

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# Rollup Most Recent Updates on Account (Custom Object)

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## Problem: I need to see the most recent activity on an Account in Salesforce.

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.

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:  
      ![Rollup Notes to Update](https://www.passagetechnology.com/hs-fs/hubfs/Rollup%20most%20recent%20updates%20on%20account%20-%20rollup%201.png?width=799&name=Rollup%20most%20recent%20updates%20on%20account%20-%20rollup%201.png)
    - Add a filter: 
          - Limit of 3 child records per parent
          - Sort order is Created Date, in Descending order

![Most Recent 3 Notes Filter](https://www.passagetechnology.com/hs-fs/hubfs/Rollup%20most%20recent%20updates%20on%20account%20-%20filter.png?width=1297&name=Rollup%20most%20recent%20updates%20on%20account%20-%20filter.png)

- 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:  
      ![Rollup Update to Account](https://www.passagetechnology.com/hs-fs/hubfs/Rollup%20most%20recent%20updates%20on%20account%20-%20rollup%202.png?width=780&name=Rollup%20most%20recent%20updates%20on%20account%20-%20rollup%202.png)
    - Add a filter:  Limit to 3 record, Sort Created Date in Descending order.

Save the filter, Save and Run the rollup.

 

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Tags: [Account](https://www.passagetechnology.com/rollup-helper-use-cases/topic/account), [TEXT](https://www.passagetechnology.com/rollup-helper-use-cases/topic/text), [Custom Object](https://www.passagetechnology.com/rollup-helper-use-cases/topic/custom-object), [Sorted Rollups](https://www.passagetechnology.com/rollup-helper-use-cases/topic/sorted-rollups), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/topic/task)

| [** User Number of Demos Completed this Month ](https://www.passagetechnology.com/rollup-helper-use-cases/user-number-of-demos-completed-this-month) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Opportunity Whitespace Reporting With Rollup Helper Text Rollups ** ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-whitespace-reporting-with-rollup-helper-text-rollups) |
| --- | --- | --- |

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