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Display Most Recent Opportunity on Account
Display Most Recent Opportunity on Account

Deploy a a lookup of the most recently created Opp on the associated Account object to use in dynamic lookups and formulas on the Account.

Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

Benefits:

When using a lookup for the most recently created Opportunity, you can draw valuable metrics and data points on the Account object from the Opportunity that was created most recently.

Related Swantide Workflows:

  • Display Most Recent Opportunity Type & Stage on Account: which allows your users to quickly see the Stage/Type for a lifecycle view on the Account object when Opportunities exist
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