Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?

Question

Carole Pie · Accepted Answer

Create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.

Carole Pie · Answer

Create a new date field called First Order Date, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE.

Carole Pie · Answer

Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date.

Carole Pie · Answer

Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.

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