We have a custom date field on the Opportunity object and we need to update this on te Account page. Shoudl be simple enough however, we want to this to be th most recent date field. The difficultly comes in how to identify if this is the most recent date needed.
For example: An account has 2 opportunities, both of which are closed, both of which are in the future. The custom_date__c field is populated on both records but on the account we only want the date this is "most recent" (Still in the future but closest to todays date), and we only want it to shwo when the we reach TODAYs date.
Something that is seemingly quite simple is not?
6 answers
You could create the Roll up summary field on the Account page using Roll up type as "MAX" to show most recent Date ,but you can't show the Roll up field to be filled up with Date of the custom field on opp when that appropriate Date on Opp is nearby to Today's Date, means it will always display recent date.
Regards,
Subbu.
