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In our system we have contacts with multiple affiliations with start dates and end dates that indicate the time they spent on a project. We are trying to create a report that will show how much time has passed since their first project (so the affiliation with the oldest start date). However I am not sure if there is a way to create a report that will only show us their oldest affiliation and how much time has passed since that affiliation.    

2 respostas
  1. 24 de mar. de 2025, 12:23

    I don't have any experience working with "Affliations", is that a Custom Object or a Standard Object that has been renamed, or part of an installed Packed?  

     

    If the Contact Object and Affiliation Object have a Master-Detail relationship you could create a Roll-Up Summary field on the Contact that returns the MIN (First) Affiliation Start Date.   

      

    Otherwise you'd need to use a Flow or custom Code, or something like Declarative Roll-Up Summary (DLRS) by Andy Fawcett (it's free)  

     

    https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009O5pCAE

     

    or an App like Roll-Up Helper (there's a freemium version on the AppExchange).    

     

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009i3UpEAI

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