Last Visited Date on Account-based on custom object

Question

We are a service company that has our employees create "service reports" as a custom object.

I am looking to build a formula field on Accounts that brings over the most recent date from these related custom objects. The problem is, there are several "service reports."

Here's the related list on the account, but for ease I want to pull that highlighted information to the top of the page.

Last Visited Date on Account-based on custom object

How can I make this formula so it pulls in the most recent date from all of the related records?

If it helps, the field is a Date field on the custom object and the relationship between the custom object and account is a regular lookup.

Jeff May · Accepted Answer

Do Service Reports have to have an Account?  If so, make the relationship a Master-Detail and you can use a Rollup Summary field on Account to get the MAX Date of the related Service Reports.

Megan Hooser · Answer

Perfect, thank you! Didn't know roll-ups could do that. Thought they were just actual summaries

Last Visited Date on Account-based on custom object

Data Management

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