This flow helps to admins to build quick roll up summaries on salesforce without writing any code. Please visit my blog to get more post like this: sfdcwiz.com/
Hi, can I use this solution for the same standard object Opportunity ? I would like to count the sum of small opportunities (as children) related to a Big Opportunity (as a parent) Thanks in advance for your help
i tried part 1and part2 of flows explained by you and are succesfully working. i created a flow using logic for count and sum of values as explained in your videos but it is not working. can we create two rollsummaries on one object at atime
Hi there please help to solve this problem Create a 'Confirmed no. of mentees on all projects' field in Contracts & Pipeline object. For each Project related to a Contract there is a User Engagement related list. In each User Engagement related list there is a mentee record and a mentor record. We need to know the number of registered mentees on each project which can be taken from 'Total Registered Mentees' The 'Confirmed no. of mentees on all projects' field (at Contacts level) should contain the sum of all 'Total registered users' for each User Engagement record where Type = Mentee Would be great if this could be done using Flow builder -
For some reason my field updates to reflect ONLY the amount from the most recently saved object (it does not sum the amounts). Explanation: it is like, in your example: (1) if you update Tom Brady (to 2700), then the Total Contacts revenue is 2700 (good). (2) if you update Tom Brady to 3000 -> total contacts revenue is 3000 (good). but (3) when you add a second record (or update an existing second record) like Jack Rogers, (10,000) the total contacts revenue shows only 10,000 (Jack Rogers) NOT 13000 (sum of Jack Rogers and Tom Brady). Any thoughts?
I am creating a field (Total Grants) in a custom object (Funding) where there is another custom object (Grants) which has a field (Donor Funding Amount) and I would to sum the Donor Funding Amount in all grants that have the Funding (field in Grant object) equal to the Funding Ref of the Funding. Does that make sense?
@@robjenkin I checked the flow and it's working as expected. Please check if there is anything missing in your flow ( any assignments/variable declaration)
It is very useful for creating rollup summaries without writing any code. Thanks
that's a great thing! thank you!
Nice 👍
Superb
Hi, can I use this solution for the same standard object Opportunity ?
I would like to count the sum of small opportunities (as children) related to a Big Opportunity (as a parent)
Thanks in advance for your help
Can a rollup of tasks (number of tasks of a specific task record type) be created using flow?
i tried part 1and part2 of flows explained by you and are succesfully working. i created a flow using logic for count and sum of values as explained in your videos but it is not working. can we create two rollsummaries on one object at atime
i tried to update count of contacts and sum of value of contacts in single flow but it is not working.
Hi there please help to solve this problem
Create a 'Confirmed no. of mentees on all projects' field in Contracts & Pipeline object.
For each Project related to a Contract there is a User Engagement related list.
In each User Engagement related list there is a mentee record and a mentor record. We need to know the number of registered mentees on each project which can be taken from 'Total Registered Mentees'
The 'Confirmed no. of mentees on all projects' field (at Contacts level) should contain the sum of all 'Total registered users' for each User Engagement record where Type = Mentee
Would be great if this could be done using Flow builder -
For some reason my field updates to reflect ONLY the amount from the most recently saved object (it does not sum the amounts). Explanation: it is like, in your example: (1) if you update Tom Brady (to 2700), then the Total Contacts revenue is 2700 (good). (2) if you update Tom Brady to 3000 -> total contacts revenue is 3000 (good). but (3) when you add a second record (or update an existing second record) like Jack Rogers, (10,000) the total contacts revenue shows only 10,000 (Jack Rogers) NOT 13000 (sum of Jack Rogers and Tom Brady). Any thoughts?
I am creating a field (Total Grants) in a custom object (Funding) where there is another custom object (Grants) which has a field (Donor Funding Amount) and I would to sum the Donor Funding Amount in all grants that have the Funding (field in Grant object) equal to the Funding Ref of the Funding. Does that make sense?
@@robjenkin I checked the flow and it's working as expected. Please check if there is anything missing in your flow ( any assignments/variable declaration)