Hi All!
I have an Object named ABC Assessments and it has a record type by the name of MSSI. It houses all the MSSI assessments, and it has 2 fields that I particularly care about: (1) Assessment Date (date data Type) & (2) MSSI Score (number(2,0) data type).
I need my Case Record Object to have the “Most recent MSSI Date” & “Most Recent MSSI score”
I was able to accomplish the “Most recent MSSI Date” via a max roll up summary of the MSSI Date.
But I have no idea how to accomplish the “Most Recent MSSI score.” Please help! What sort of formula field would that need to be?
#Salesforce #TrailblazerCommunity #Data #Formulas #Declarative Lookup Rollup Summaries
For the Most Recent Score, you'll probably need a Record Triggered Flow, triggered by the MSSI record when it is created. Then add a Update Record Action that updates a field on the Case record
