Please follow the steps included below for creating a rollup to find max recently closed activity on the opportunity.
Note: Salesforce does not support any aggregate operations on the 'ActivityDate' field, but we have a workaround here to fulfill the requirement using PWR Rollups please follow the below steps for the solution
To achieve this requirement, the user needs to create a custom formula field.
Create a formula field on the Task/Activity Object with return type Date, Formula = ActivityDate
- Open PWR Rollups application
- Create a new roll-up and give the appropriate name and description
- Select the source object as Task and the destination object as Opportunity, and click next
- Select the rollup type as Maximum and for the Source field select the formula field which you have recently created
- Select the destination field where you want to show the result (It should be the Date field)
- Now, click on the 'Add Condition' button
- Please refer to the screenshot below for the filter specifications
- Check the checkbox to make rollup active then click on save
Now you have successfully created the rollup to fulfill your requirement.
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