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I have created a roll up field on the Account entity called Last Activity Date to capture the last date a meeting, phone call or email was logged either directly on the Account record or on any of the related entities which feed up to the Account i.e. Leads, Contacts or Opportunities. See the screenshot below, unfortunately what I am trying to achieve does not work as it only captures the last activity date for the actual account so for example if a related Lead has a meeting logged at a date later than the last activity logged for the related Account, the Leads last activity date does not update on the Account record, only the last activity date of the Account shows. Any guidance you can give will be appreciated.
You only need to select Sort newer to older in Account's Timeline to see the latest related activity. This also includes activities of related entities such as Leads, Contacts or Opportunities.
If you need a field to show the latest date, I would recommend you use several workflows instead of a rollup field.
Please refer to this article for an introduction to workflow: https://crmbook.powerobjects.com/system-administration/processes/workflows/
1) Take Email as an example, here are the detailed steps.
Create a custom Date field for each of the related entities such as Leads, Contacts or Opportunities to indicate the latest activity date of this entity.
Choose the right Scope. select Start when: Record is created.
Add a step: Check Condition. Set the conditions as Regarding (Lead), Lead, and Contains Data.
Then add a setp: Update Record - Regarding(Lead). Update the custom Date field to the date of the Email.
Add a step: Check Condition. Set the conditions as Regarding (Opportunity), Opportunity, and Contains Data.
Then add a setp: Update Record - Regarding(Opportunity). Update the custom Date field to the date of the Email.
Add a step: Check Condition. Set the conditions as Regarding (Contact), Contact, and Contains Data.
Then add a setp: Update Record - Regarding(Contact). Update the custom Date field to the date of the Email.
Set up all account-related entities like this.
Activate this workflow.
2) Create a second workflow, take Lead as an example.
Workflow is triggered when Lead's custom date field is changed. Add a step to update record, update the date field of the related Account to the custom date field of Lead.
Through these two workflows, we can display the latest activity date of the relevant Lead on the Account form.
You also need to create similar workflows for other active entities and entities such as Leads, Contacts or Opportunities.
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