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Topics#Data ManagementLEAH Gus's Question
LEAH Gus (Gus) asked in #Data Management
Nov 1, 2017, 6:00 PM

Advanced formula

I need a formula on the account page that will insert the max ACV date from a product that has SaaS License as a product family on an opportunity that was closed this year. ACV date is a custom date field on the opportunity product. I thought about creating a roll-up field on the opportunity that inserts the the MAX ACV date of a SaaS product on the opportunity and then using that date field in my formula on the account. But I don't know how to tell salesforce to insert the max_SaaS_ACV_date on an opportunity that is closed this year. I also don't know if that is the way to go on this or not.
1 answer
  1. Derhyk Doggett (Magnet Forensics)
    Nov 1, 2017, 6:07 PM
    Hi Leah,

     

    You're on the right path of using RollUp Summaries.

     

    You can't use relative date filters on RollUp Summaries, so you need another field on Opportunity to determine the This Year part.

     

    Steve Molis has a great example in the link below.

     

    https://success.salesforce.com/answers?id=90630000000gsl7AAA

     

    So on the RollUp Summary, use the Max Date, and filter by Opportunities This Year by referencing the new field you would have had to create in the step above.

     

    Hope that helps.

     

    --Derhyk
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