Basically, I have a use case where I need
(1) a report to show Accounts with records of CustomObjectA.
(2) from the list of accounts in (1), I would like to see how many of those accounts have had a record of CustomObjectA, since the initial CustomObjectA record in (1).
I have a date field on CustomObjectA to place the CustomObjectA records chronologically.
Any thoughts on how to accomplish this?
If you have a Master-Detail relationship between Account and your custom object, you could add a simple checkbox field to your custom object that denotes whether or not it is the first record related to the parent account.
Then create a rollup summary field on the account record that sums the number of records that are NOT the first child record.
Use the standard report type Accounts with CustomObjectA that Salesforce generates for you, and add to your filter criteria that the rollup field needs to be >0. This will capture only accounts where there is a record after the first custom object record.
Group your report rows by Account Name, then make sure you have your date field as one of the columns so you can sort by date ascending.
