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Create Roll up summary using flows - Winter'21 Salesforce 

SFDC WIZ
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This flow helps to admins to build quick roll up summaries on salesforce without writing any code.
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22 июл 2024

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Комментарии : 20   
@chithraprakash2271
@chithraprakash2271 3 года назад
Please post more videos on Flow. Your explanation really good. Easy to understand.
@chithraprakash2271
@chithraprakash2271 3 года назад
Thank you so much for a great video.
@bhavyagulati7185
@bhavyagulati7185 3 года назад
What is advised when we need a cross object formula field in the rollup filter?
@twi2zy
@twi2zy 2 года назад
Please , What is the type of the field ( Number of contact ) in which we display the result of flow and where we create it ? because in my case it seems like an input field :/
@syedshahidhassan2099
@syedshahidhassan2099 2 года назад
Thank you
@ymerojas
@ymerojas 2 года назад
Can you please create a flow to add child record revenue to a parent record overall revenue in an Account Hierarchy?
@ashleycampisano8092
@ashleycampisano8092 3 года назад
Thank you! Is there a way to create a rollup field that calculates the Sum using this approach?
@sfdcwiz
@sfdcwiz 3 года назад
It is possible Ashley. Probably I will add one video on sum calculations this month
@robertjenkin7805
@robertjenkin7805 3 года назад
@@sfdcwiz I am trying to do this. Finding it very difficult
@sfdcwiz
@sfdcwiz 3 года назад
@@robertjenkin7805 Please check this link ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-fk8KbJ7o_pU.html . If that didn't work , let me know your details so I can reach out to you through email.
@luchmoments
@luchmoments 3 года назад
Can this be done for the contact object?
@sfdcwiz
@sfdcwiz 3 года назад
This can be done for contact object also ( Based on your requirement)
@baliramdudhal558
@baliramdudhal558 3 года назад
how to create rollup summary using flow for capture value from related Task and Activity object and sum value shown on Account object
@sfdcwiz
@sfdcwiz 3 года назад
Hi Baliram, Please add some more details so I can provide on design part to you
@april68-tr1yb
@april68-tr1yb 10 месяцев назад
@@sfdcwiz - for example requirement: field would update for latest email date sent by specific user.
@aeb27
@aeb27 3 года назад
This is very helpful and working, but what if a contact is deleted? the count remains the same and is no longer accurate. Any ideas?
@sfdcwiz
@sfdcwiz 3 года назад
Sorry for late reply. To your question, There is a possibility if we select the delete option. I will add a video on it
@sfdcwiz
@sfdcwiz 3 года назад
Please check this link : ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-fk8KbJ7o_pU.html
@chithraprakash2271
@chithraprakash2271 3 года назад
Equal counts is not showing as an option
@sfdcwiz
@sfdcwiz 3 года назад
Please make sure the select your variable as Number Type to see equal count option
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