I did all the steps provided in the video. When I attempt to drag the Create a Case action anywhere on the account page layout, it does not let me. Due to this flow being non custom, I cannot check where this flow is used in my developer org to make sure it isn't used somewhere else. Any idea on how to fix this?
I wants to get last 3 month revenues from REVENUE object. For example: From today to last 3 month (May, June, July). but sometimes we receive a revenue from April but not May revenue. in this case i just wants to know is there anyway to dynamically calculate the month period and SUM the revenue for last 3 months. using flows - Thanks in Advance.
Not sure I 100% understand, but I would not calculate in real-time unless you want the calculation to run (be triggered) very often. I would do that via a Schedule-Triggered flow and run that nightly, weekly, or month to get all related revenue.
