is it possible to see only two related different types of opportunity record? E.x: I have one account and there the 5 opportunities attached. 1 opportunity type is a new client and 4 opportunity type existing client. so I only want to see 1 new client type and 1 existing client type. doesn't matter how many existing client opportunities are attached I want only one. Does it possible ? Thanks In advance
I have an idea. But it might not match your use case. Read through and let me know what you think.
To test this, I created two rollups on my Account to store the most recent date of opportunities matching either 'new' or 'existing' client type (a custom picklist field I created for testing).
Then I used a row level formula to determine if any related opportunities for a specific account match those dates. Note: This would only work if your list 5 opportunities related to 1 account had varying close dates.
IF(
OR(
Opportunity.CloseDate = Account.Most_Recent_New_Customer_Opportunity__c,
Opportunity.CloseDate = Account.Most_Recent_Existing_Cust_Opportunity__c
),"TRUE","FALSE"
)
Then it's just a matter of filtering the results of the row level formula. Here's what the report would look like prior to filtering:
And then after:
Again, this would only work for a very specific use case and with some consistent data (and using 2 rollups just for a report is probably not a best practice 😉), but just wanted to throw out a possible alternative.
