This is an AWESOME tutorial, thank you!!! I am trying to create an alternative for a roll-up summary to count all Task related to a Lead. How would you build a Schedule-Triggered Flow to count Task records related to Leads in a nightly job? That is, I am attempting to aggregate (count) Tasks across many Leads, then stamp the respective value on the parent Lead record. How would you set that up?
@jimmyjuarez2776 Thank you for your comment. I have created a video on this topic. Please watch this to understand how you can count all open tasks related to a lead using a Scheduled Triggered flow using Transform element. Hope you will like this video.
Here is the video: th-cam.com/video/0oN8Rdn74mQ/w-d-xo.html. In this video, I am calculating number of open tasks per lead using Flow Transform Element.
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This is an AWESOME tutorial, thank you!!! I am trying to create an alternative for a roll-up summary to count all Task related to a Lead. How would you build a Schedule-Triggered Flow to count Task records related to Leads in a nightly job? That is, I am attempting to aggregate (count) Tasks across many Leads, then stamp the respective value on the parent Lead record. How would you set that up?
Glad it was helpful! I will create a new video and publish soon with your use case.
@jimmyjuarez2776 Thank you for your comment. I have created a video on this topic. Please watch this to understand how you can count all open tasks related to a lead using a Scheduled Triggered flow using Transform element. Hope you will like this video.
Just to add, both sum and count can be done in the same transform element. Thank you .
Yes, you are right
Extremely useful. Can you do a step-by-step video on counting number of tasks? I just tried it, couldn't get it to work. Thank you.
Here is the video: th-cam.com/video/0oN8Rdn74mQ/w-d-xo.html. In this video, I am calculating number of open tasks per lead using Flow Transform Element.
@@TechnicalPotpourrithank you! I'll check it out.
How is this different from a roll up summary field or a formula?
It is much more advanced and supports lot more type of calculation.