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Salesforce Flow Secrets: How to Create a Roll Up Summary 

Salesforce Made Simple
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6 окт 2024

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Комментарии : 10   
@tonycadiz891
@tonycadiz891 Год назад
Excellent video. I have your Udemy course and still get a lot of value from your RU-vid videos! Thanks
@larrybradley7589
@larrybradley7589 Год назад
Very good detailed video. Thanks for putting this out, I was looking at a way to do a similar flow on different objects.
@nickfrates
@nickfrates Год назад
Glad it was helpful!
@GiaTedeman
@GiaTedeman Год назад
love your solution! I started my flow on the Lead and did try to use the WhoID and WhatId on the Get related Tasks but didn't work with both because didn't have those formula fields on the Activity.. also thanks for addressing the deletion of tasks part!
@nickfrates
@nickfrates Год назад
Glad it helped!
@beachartist444
@beachartist444 4 месяца назад
Great video, one question if I only want to count Tasks created in the last 12 months how would I do that? I cant seem to get to the CreatedDate field on the Tasks
@samanthanel134
@samanthanel134 9 месяцев назад
Hi there, Thank you so much for the video. I havent been able to come right as the objects I need the roll up on, do now have the WhatIDText and WhoIDText. Any suggestions on how else I can do this? I have a task object which is related to the Timesheet Object and I need to Sum all the Timesheets' hours used and roll them up to the Task object.
9 месяцев назад
@Salesforce Made Sample Hi, I tried the same flow but it was not show the count of the task related. How can i solve this
@RudyKulkarni
@RudyKulkarni Год назад
Could I do this same thing to get roll up count of Number of Meetings which is identified by the Object Event, and field Event Subtype = Event, for an Opportunity? Ie after the Opportunity was created how many meetings were there
@nickfrates
@nickfrates Год назад
Yes absolutely! The same principles apply.
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