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I have a requirement where I need to capture, in a custom field on the Account Object, the date that the first opportunity was created against an Account.

Furthermore, I also would also like to do the same, but with the latest /most recent opportunity that has been created against an Account.

Any ideas?

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  • I am currently using Professional Edition, so I cannot use workflow. Is there anyway around this using Formula /Roll-up summary fields?
    – Clehan1
    Commented Jun 10, 2015 at 15:46

3 Answers 3

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You could create two rollup summaries one for the minimum date and one for the maximum date on opportunities.

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Create a lookup field in account to opportunity. Then using a trigger in opportunity, update related account's lookup field value.

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  • Thanks for your response. I am currently using Professional Edition so I cannot use a Trigger. Would love to solve without using code regardless!
    – Clehan1
    Commented Jun 10, 2015 at 15:49
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If you're on Professional Edition, you have two options.

  1. Find a Managed Package on the AppExchange that does what you want. (unlikely)
  2. Re-order the Opportunity related list in your Account Layout to sort on Created Date, displaying the oldest Opportunity first.
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