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Jane NguyenJane Nguyen 

How to create an Account field that will pull the most recent Opportunity Next Steps field?

Is there a way to do this?  I know I can create an Account field that will pull most recent Opportunity amounts, dates & picklist texts, but what about text that will be different for each opportunity?  This would be helpful.  Thanks!
Best Answer chosen by Jane Nguyen
marc.sofiamarc.sofia
How do you define "most recent"? If it's the opportunity that was most recently created or had its Next Steps most recently updated (which is what Rajan's solution describes), you can probably do it without a trigger, with just a workflow field update.

Workflow rule when opp. is created or updated and ISCHANGED ( Next Step) (perhaps also AND NOT(ISBLANK(NextStep) if you wish)
Opportunity field update to set your Account text field to NextStep. 

(Please "like" this answer if it helps.)

All Answers

RajanJasujaRajanJasuja
You have to create a trigger for this.
A trigger on Oppty which fires every time a new Oppty is created or Next Steps field is updated for existing one.
marc.sofiamarc.sofia
How do you define "most recent"? If it's the opportunity that was most recently created or had its Next Steps most recently updated (which is what Rajan's solution describes), you can probably do it without a trigger, with just a workflow field update.

Workflow rule when opp. is created or updated and ISCHANGED ( Next Step) (perhaps also AND NOT(ISBLANK(NextStep) if you wish)
Opportunity field update to set your Account text field to NextStep. 

(Please "like" this answer if it helps.)
This was selected as the best answer