Rollup Helper Use Case Library | Passage Technology

The Date and Time of the Last Case Activity for the Account

Written by Passage Technology | Mar 24, 2016

Problem

Users wants to see the last activity Date and Time from associated Cases on the Account.

Solution

Create a rollup which rolls up the Last Modified Date.

The first step is to create a new custom field (using Date/Time as the data type) on the Account object. You can name the field, "Last Case Activity."

Create the rollup:

  • Select Account as the Destination Object
  • Select "Last Case Activity" as the Target field
  • Select Case as the Child Object
  • Use Account ID - Case.AccountId as the Relationship Field
  • Select Maximum as the Select Type
  • Select Last Modified Date as the Source Field
  • Creating a new filter is optional
  • Save and Run the rollup