Use Flow Builder to Create Roll-Up Summary Fields

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Did you know you can use Flow Builder + Process Builder to create Roll-Up Summary fields for objects that are related via lookup?
This short video will show you step-by-step how to populate a "Record Count" field on an Object and create a tally of all the records related to a specific object. All without any custom code!
Learn more here: admin.salesforce.com/use-flow...
Considerations: This solution does not run on record delete. This Flow is triggered by a record update or creation, so it would not recount on record delete.
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LeeAnne Rimel
@leeanndroid

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Опубликовано:

8 июл 2024

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Комментарии : 61

@juliandetlor6244 Год назад

Would love to get an updated video of this, Flow has changed a lot in 4 years

@chloebrown9733 4 года назад

Thank you for this awesome tutorial - I used it to count the number of enrollments our students have done - this is great to gather valuable insights!!

@lindathompson2481 5 лет назад

This is an EXCELLENT video! I was able to easily follow the steps and create my own roll-up summary calculations. Thank you!!

@vaeagle2012 2 года назад

OUTSTANDING!! This tutorial was a life saver!! It helped me get a similar project done at work.

@letsfly2gether57 4 года назад

Thank you so much for making this video! It was a massive help!

@sebbe2506 4 года назад

Very helpful! Thanks.

@ashishanandsolanki7488 4 года назад

Excellent video!! To the point. Thank you.

@anilkumarsahu8546 4 года назад

simply amezing!! excellent

@jayaprakashmerepala831 4 года назад

AMAZING..!! very helpful.

@chithraprakash2271 3 года назад

Very helpful video. Thank you for making this great video. Nice explanation. Please upload more videos on flow

@GS-cz2dq 3 года назад

Awesome! This video helped me figure out an issue I was having!

@shashikantnikam1410 3 года назад

Excellent!!

@magicalzaza 2 года назад

Thanks I really needed this in professional edition.

@Mykhailo_Vdovychenko Год назад

Thank you, very much!

@ivantinoco6409 2 года назад

thank you very much!!! :)

@marcosolis5039 4 года назад

Thanks LeeAnne . From a performance perspective, what do you think is better at large scale - Updating Account Project Count when Project is created (Account.Project_Count__c + 1 formula) via Process Builder OR Looping through existing Projects in Flow?

@ashleycampisano8092 3 года назад

This is super helpful! Thank you! Is there a way to trigger a mass calculation of the custom field without updating child records?

@jaipadhma 2 года назад

we don't need loop any more, can can use 'count' on the project list and assign to the account varible.

@CarlBussema 3 года назад

For everyone looking for a delete solution, the winter 21 release notes look like they have you covered! You will need 2 flows and zero process builders, one flow for create and one for delete. (Advanced users might use a subflow with an input variable to control whether to add or subtract, reducing the need to repeat everything.)

@vandrade92 3 года назад

but what if i dont delete the record? if i just unassign the child record?

@CarlBussema 3 года назад

@@vandrade92 you will have to use process builder to invoke an auto launched flow with priorvalue() of the lookup field, and if you're doing a sum, min, or max, you'll need the value of the field from the record that launched the process builder. If you have no Apex in your organization, you may find something like declarative lookup roll-up summary (DLRS) on appexchange is easy to use. (It tends to interact badly with other Apex triggers.)

@emiliaflorence3819 3 года назад

@@CarlBussema Hi Carl, thanks for sharing. Do you have any resources describing how to setup the deletion flow (and the creation flow if it differs from the flow in this video)?

@aurenlopez172 4 года назад

Extraordinary Video!! one question can I also do MIN and MAX records to get the first or last record?

@gobunnygo070408 5 лет назад

Hello. I managed to follow this video to create my own flow that would get a count of activity records based on certain criteria. Now i am needing to create a new flow or, preferably, modify the current flow i have to also calculate the duration of each of the events and sum that up in minutes. is this possible? thank you

@CoolBishop1997 2 года назад

thank uuuu

@dalepurdon8948 2 года назад

Great video, but just wondering why the loop is required in order to get the count of projects? At 4 min 40 secs, you are already setting the variable to the total count of project records in one step. Or am I missing something here? I do understand that one would need the loop if you were SUMMING as that would require iteration while using the 'Add' operator. Your debug info on the right hand side also show that the variable is set to 3 and does not change for each of the iterations.

@alexburns147 2 года назад

I was able to confirm what you said here. I created a flow with a just a Get Records and Assignment step. It works perfectly. No need for a loop.

@JaimeBIDtravel 3 года назад

Hi! Question please, could you create roll up summary of the related tasks with these instructions?

@gumarogram8559 4 года назад

Does this have the ability of max and mon , in order to get the date of the first child record, etc?

@houdini8621 4 года назад

Hi there, I've followed this guide to create a roll-up summary field on the Account object to count the number of Projects linked to an Account record via an Account lookup relationship field. I have further added the filters Project Record Type = Delivery and Active = True, since I only want to count the number of Active Delivery Projects linked to an Account. The issue I am facing is that the flow does not deduct 1 from its count when I uncheck the Active checkbox (i.e., when Active = False). Can any one please suggest a work around that can be applied to count the number of Projects, while considering the record type and Boolean value for the Active field?

@saisagar003 4 года назад

Greatly explained , is there any solution for updating count whenever record is deleted thanks

@CarlBussema 3 года назад

In winter 21 you can make a flow that runs before a record is deleted. If you need it more immediately you have to use Apex or try to do a full recount via scheduled flow. (You can also as of spring 20 launch a flow from a record update without the process builder they used here.)

@Tyffantom 2 года назад

Hi. In case i want the most recent project date, what would be different in the flow? I tried with a formula, within the assignment, but something is wrong apparently... Thanks for the help

@Pastab0x420 3 года назад

The process builder will trigger to often on Projects updates and will not trigger on Projects deletion.

@knives2718 4 года назад

If I could give this video two LIKES instead of one, I would.

@giancarloamati7955 3 года назад

Is there a video that explains how to remove Permission Sets from users that are de-activated, please?

@skumarssaa 3 года назад

what if instead of counting project count, you have to add up the amount field (if there was any), and show the total in the account page layout???????????

@andypankin1925 3 года назад

Great video, thanks! How would I use this to find the sum of a field that lives on the related object? We have a custom object “RFP” we use to relate Opportunities to RFPs. I would like to store the sum of the Amount field from all related C/W Opps on the RFP record. How could I modify this flow to sum the Amount field from the related Opps?

@AlexisKasperavicius 3 года назад

Create a number variable to hold your total count, then within the loop, on the assignment step, you "add to" that variable. When all loops are complete your variable will hold the total and you can then use it as you need, for example updating a "total" field on the parent record.

@robertjenkin7805 3 года назад

@@AlexisKasperavicius Just to clarify (as was trying to achieve the summing roll up then did your count roll up and I am going back to change it): i dont need to create any new variable (i've already done that), right? I just re-open the assignment, leave the variable as it was, change the operator to add, change the value to current item from loop and add include the field that i want to sum. is that it?

@robertjenkin7805 3 года назад

The flow failed to access the value for sumGrants.Donor_Funding__c because it hasn't been set or assigned.

@allancayapado3099 4 года назад

I'm a bit lost about the Account__c field. May I know if it's a text field and how much is the length of it. By the way, thank you for this awesome video. Trying to learn flow :)

@freecaseyanthony312 4 года назад

The account__c is a lookup so it's value is the ID of the Account of the project. It will always be 18 characters long

@NarenderSingh-tq1wq 5 лет назад

We have had many flow based solutions in the past for this use case. The only thing which has always been a problem is that this approach doesn't account for deletion of child records. And the only "full proof" solution for that is to override the delete button with a Visualforce page and the page launches the flow and deletes the record.

@PankajVithal15 5 лет назад

Or just have an apex trigger for the complete solution

@JakeHarrispdx 5 лет назад

I totally agree - I was excited because I was hoping that this new video would show how to account for deletions.

@NarenderSingh-tq1wq 5 лет назад

@@PankajVithal15 The point is not to use code. Everyone is aware of the fact that we can write an Apex trigger to get the job done. The aim of the following is to create a solution where we can create something without having to use code.

@NarenderSingh-tq1wq 5 лет назад

@@JakeHarrispdx When I was working on this, I did find a work around to get account for deletion. What you can do is remove the 'Delete' action from the layout, and create an custom quick action to call a flow which will delete the record. But there is catch to this. It doesn't account for the case when a user deletes the record(child) from the related list. P.S. I even managed to fix the related list deletion issue, but even that is not full proof, why? Because it wasn't accounting for mass deletion.

@PankajVithal15 5 лет назад

Narender Singh I’m confused or maybe you are! If you were looking for a no code solution why did you suggest using a Visualforce page. My comment was a reply to your suggestion as I believe if you’re going down the coding path anyway, you’d better use Apex rather than Visualforce. I would like to think that “Everybody knows this” but doesn’t seem like 😁✌️

@Bramble451 5 лет назад

Yeah, I have the same issue as everybody else. Very cool to be able to do this, but not being able to trigger off of a delete action kind of kills the practical usefulness of this workaround. Sooooo close! The request to be able to trigger off of a deletion action was merged with five other similar requests at least three years ago (based on the oldest comment). With 14,750 votes, this is obviously high demand functionality!