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Rick SF AdminRick SF Admin 

Auto-populate a custom date field on the Accounts object based on values from the related list

I have a custom date field called Last_Awarded_Date__c on the Accounts object. In the related list of the Accounts object is a custom Opportunities object with an Award_Date__c (date) field and an Awardee_PP_Score__c (number) field. I'm trying to have the Last_Awarded_Date__c field in the Accounts object automatically updated with the date of the most recent Award_Date__c with an Awardee_PP_Score__c from the custom Opportunites object in the related list.  (See images below).

Accounts Object 
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Related List - 7/10/2018 should be the date in the Last_Award_Date__c field in the Accounts object
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Best Answer chosen by Rick SF Admin
Rick SF AdminRick SF Admin
I used Rollup Helper from the AppExchange and accomplished my mission. 

All Answers

mukesh guptamukesh gupta
Hi,

You need to create a CrossObject Formula on opportunity side.

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if you need any assistanse, Please let me know!!

Kindly mark my solution as the best answer if it helps you.

Thanks
Mukesh


 
Rick SF AdminRick SF Admin
@Mukesh - I'm going to try with a Process Builder first, but if your method is a better method I'll go that route. So Yes please assist. Thank you! 
Steven NsubugaSteven Nsubuga
Take a look at the following links on using visual flow to do this
Rick SF AdminRick SF Admin
@Steven - Accounts field on the custom Opportunities object is a Lookup and not a M-D. 
Steven NsubugaSteven Nsubuga
I know Rick, the name "Rollup Summary field" in the links implies functionality and similarity to Rollup Summary field. It is not really a Rollup Summary field. 
mukesh guptamukesh gupta
Hi,

you can create a workflow on opportunity and update a field of Account object

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User-added image

if you need any assistanse, Please let me know!!

Kindly mark my solution as the best answer if it helps you.

Thanks
Mukesh
Rick SF AdminRick SF Admin
I used Rollup Helper from the AppExchange and accomplished my mission. 
This was selected as the best answer