I’m trying to do a roll-up summary type calculation on a lookup relationship.
I have a custom object called Call Report with a Lookup to Account. I want to get the “Latest Call Report Meeting Date” stamped on the Account. So for example:
Account A CR A – 20/11/2017 CR B – 29/11/2017
My “Roll-up” field should return “29/11/2017”. Is this possible with just config?