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I want to display in a field at the Account level the name of the Stage of the last created Opportunity that has an specific product.

e.g. An Account has 3 Opportunities. And I'm looking for the Stage of the Opportunity that has "Pencils" as Products and was recently created.

  • Opportunity 1 is at Stage 4 , has pencils and was created Today. (I want to get the Stage4 name for this one, as this was the latest created. and has pencils)
  • Opportunity 2 is at Stage 2 , has pencils and was created Yesterday.
  • Opportunity 3 is at Stage 1, does not have pencils and was created Today.

I already have setup the logic for pulling the info from the Product to a field on the Opportunity, let's call it "Has Pencils".

This has to be done as a field and not just as a view, given that this field will sync with other systems outside of SF.

Thanks for your help!

1 Answer 1

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One low-code approach is using a combination of Roll-Up Summary and Process Builder.

You need a custom field on Account to hold the Opportunity Stage, a roll-up summary on Account to hold the latest creation date of its opportunities and a process builder on Opportunity to automatically update the stage at the Account.

  1. Create a roll-up summary field on Account, eg. Latest Opportunity Created Date. Use MAX(CreatedDate) for the aggregation function and filter criteria Has Pencils = true.

  2. Create a custom field on Account to hold the latest-opportunity-created's stage, eg Latest Opportunity Stage.

  3. Create a process builder on Opportunity (on update event). The decision node formula should be [Opportunity].Account.Latest_Opportunity_Created_Date__c = [Opportunity].CreatedDate AND Has Pencils = true. And for the immediate action, use Update Record on the Account with only when the Account's Latest Opportunity Stage does not equals to Opportunity's Stage (to avoid unnecessary DML update).

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  • This does work, Thank you! What if I'm at the Max of Lookup fields I can use (25) I want to create a bunch of these fields, and looks like it will be almost impossible due to this restriction I'm over simplifying this, but isn't there a way to create a field with some code that updates based on the logic you mentioned?
    – Neto0291
    Jun 26, 2020 at 19:52
  • With apex code you only have to create a text field. With the above approach, you need to review your lookup fields and see whether you can reuse any of them (25 lookup fields sound like a lot of related objects!) Jun 27, 2020 at 0:17
  • Yes, we have a lot. But we want to create one for each product we have, and we have around 12 fields. Any pointers on where I can start doing the implementation with Apex? Will it be using an Apex Trigger, and doing the update with the text field?
    – Neto0291
    Jun 27, 2020 at 2:20
  • I would recommend trailhead if you are not familiar with apex trigger. Btw there is DLRS tool that might fit your use case here: developer.salesforce.com/blogs/2018/07/… Jun 27, 2020 at 2:27

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