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For example, consider an Account object with related Opportunity records. When calculating the minimum "Close Date" among all opportunities, you can use the Advanced Minimum feature to include additional fields in the rollup result.

  • Field to Rollup: Close Date (to find the minimum)

    Additional Mappings: Opportunity Name

    Configuration:

    • Source: Opportunity Name

    • Destination: Opportunity Details

  • Result:

    • Account: Acme Corp

      • Minimum Close Date: 2024-02-15

      • Opportunity Details: "New Product LaunchRyan Constructions CRM Consulting"

In this example, the Advanced minimum feature provides the minimum close date among all opportunities and includes the name of the opportunity with that minimum close date. This added context helps in better understanding and verifying the result.

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