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thunksalot Campaign field for date last related opportunity was won?
Short version: I'm trying to create/maintain a date field on my Campaigns that will indicate the close date of the most recently won opportunity related to that campaign. Any suggestions?
Full version: I'd like to create a widget for a dashboard that shows a number of Campaign statistics for every campaign that has had at least one opportunity won in relation to that campaign in a given time period. In order to do this in a Campaigns report, I think I need a Date Last Opp Won field. I've tried creating it as a MAX roll-up summary field, but Opportunities are not available in Campaign roll-up summaries. I've also tried creating a workflow rule that would fire when the Num Opps Won changes, but then discovered that while roll-up summary fields in general can trigger workflow rules, the built-in campaign Num Opps Won roll-up summary field cannot. I also tried making an Opportunity workflow rule that would update it's related Campaign on Close/Won, but that isn't possible
I'm out of ideas, short of writing an Opportunity Trigger that fires on Close/Won. Before I mess with that, wanted to see if I'm missing something obvious.