How to Instantly Count Your Salesforce Records with Flow!

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  • เผยแพร่เมื่อ 7 ม.ค. 2025
  • In this flow tutorial, we'll go over how to count records inside a flow. We happen to use a screen flow here, but this process will work with all flow types! All you need is a record collection and a number variable!
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ความคิดเห็น •

  • @tsenkoalexiev9701
    @tsenkoalexiev9701 7 หลายเดือนก่อน +3

    You don't need a loop for this. You can:
    - create a variable of type number, for example "collection_size", default value 0;
    - assignment element, using the variable "collection_size" on the left, operator "Equals Count" and the Get element name on the right;
    - use the variable name on the screen;
    Loop is not needed in this scenario and if you have a lot of records it will take time to go over each and every record :)

  • @colbya9432
    @colbya9432 ปีที่แล้ว +2

    I really like your channel and have been an admin for 6 years. You should know that you can get a sum now with the assign element and you dont need to loop through all the records anymore!

    • @nickfrates
      @nickfrates  ปีที่แล้ว

      That's so cool I didn't even realize! Thanks :D

    • @kylebringhurst4563
      @kylebringhurst4563 ปีที่แล้ว

      I just saw this comment. How would you go about doing that?? That's awesome

    • @madooks404
      @madooks404 ปีที่แล้ว

      NumberVariable EQUALS COUNT CollectionVariable. Done!

  • @kylebringhurst4563
    @kylebringhurst4563 ปีที่แล้ว

    How would you go about taking a certain action when the count hits x number in a specific timeframe (ie 3 cases created on an account in the last 180 days)?

  • @jamesbell608
    @jamesbell608 ปีที่แล้ว

    Using the Today () variable doesn't work on the new version of Flow.