Skip to main content
All CollectionsSwantide Workflows
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.

Engineering Swantide avatar
Written by Engineering Swantide
Updated over a year 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
    โ€‹

Did this answer your question?