I have two objects in our Salesforce Health Cloud - one for patient accounts and one for voice calls that links to our calling software. There is a patient unique identifier that links calls to accounts as a related object, but not a child object.
I'm trying to build a report that pulls the most recent call date for a patient along with other information from the patient account object. I created an "Account with Voice Calls" report, but am having trouble creating this max date column since 1. The formula field options are limited to only Number, Percent, or Currency outputs, and 2. I'm not grouping by the patient unique identifier in the report (we have 3 other grouping columns, so this is maxed out).
What is the best way to handle this? Is there a way to use the formula feature within the report? Is this something I'm going to have to build a field for on either the account or voice calls object? Is that even possible since it's two different objects (and voice calls is not a child object)? Any suggestions would be appreciated!
#Salesforce Health Cloud
However, I do kinda like the idea of having a dedicated Lookup(Call) field on the Account/Patient record that is updated with the ID of the most recent Call.
This would give you the advatage be being to access nearly any detail of the most recent Call in a Report if you ever need it
