I have attempted to complete this two different ways with failed results.
First attempt;
- I created a MAX rollup field on Account showing Close Date
- A formula checkbox field on Opportunity referencing above rollup, i.e. close date = rollup date = True
- Then I tried two more custom fields combined with process builder to force calculations
End result was you had to edit the Opp twice just to get it all to work. It would work like a breeze if I could just use the formula checkbox field in subsequent formula field builds, but we all know that doesn't work.
Second attempt;
- Tried hashing the close date and amounts of opps using formulas like the solution on this page https://developer.salesforce.com/forums/?id=9060G000000XhV8QAK
But I ran into the same issue that user had where sometimes opp values were being incorrectly hashed and the subsequent field to grab the highest value was in fact grabbing the lowest value.
Ideal Process;
Sales closes an opp lost-->system checks if it's the most recent lost opp-->if yes, then field on account page updated with that amount.
Is this even possible? Thanks for any ideas or assistance!
6 respuestas
You can do this with Declarative Lookup Rollup Summaries (free tool) - https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B45gWEAR
