Thank you for this video!!! I did the same thing to count the number of related Opportunity and Lead fields to another record's custom field, and your debugging tip is what helped me realize I didn't really have an error!
Thanks Nick! Great, easy to follow video. Any thoughts on how to count TASKS on a Lead or Contact when the individual is listed in the NAME field, but is not the primary WhoId on the record?
Thanks! I made another video about exactly that you could try! Its called Salesforce Flow Secrets: How to Create a Roll Up Summary th-cam.com/video/ENILJ1IvqkA/w-d-xo.html
Hi Nick, the video is great. I want to stop an opportunity moving a stage up until all tasks associated with the Opportunity are completed. Can i use this technique? do I put a rule when getting the records that all tasks status must be completed?
I might try using the new custom error component provided by the flow. You could trigger the flow when the Opportunity stage moves to the next stage, when it does you could loop through all the related tasks, and if they're all closed the flow ends, and if one is open you could show the user a message saying they need to complete the tasks first.
Nick, I was trying to make this flow when task is created to update the task count field on the lead record using record triggered flow. It really bugs me that my flow runs and counts the tasks successfully in debug mode but doesn't update the lead field. I tried both with trigger when updated, fast field update and related records. Both ran successfully which is the confusing part.
Oh ok! That is strange that it works with the debugger and not in production. I'll make another video and post it today on doing a rollup with a record triggered flow for this use case. Stay tuned!
Hi Nick, Can you please help me on the overlapping tasks need to calculate actual days spend on the Tasks. I have a custom object and having the status field which is a picklist for each picklist values we are creating tasks, for example status in new I have 3 tasks created whose start date is 4th and completed date is 8th, second task 5-7 and third task is 6- 9. Here I want to calculate the days spent tasks in that inquiry step I don't want to calculate from completed date - Strat date on each task and add the total , I want task created first and task completed last that difference I want. here The least created date is 3 and last completed date is 9 so the difference 9-3 = 6 days and this needs to update on related object field which holds the actual days spent
Thank you for this video!!! I did the same thing to count the number of related Opportunity and Lead fields to another record's custom field, and your debugging tip is what helped me realize I didn't really have an error!
Thanks Nick! Great, easy to follow video. Any thoughts on how to count TASKS on a Lead or Contact when the individual is listed in the NAME field, but is not the primary WhoId on the record?
Thanks! I made another video about exactly that you could try!
Its called Salesforce Flow Secrets: How to Create a Roll Up Summary
th-cam.com/video/ENILJ1IvqkA/w-d-xo.html
Hi Nick, the video is great. I want to stop an opportunity moving a stage up until all tasks associated with the Opportunity are completed. Can i use this technique? do I put a rule when getting the records that all tasks status must be completed?
I might try using the new custom error component provided by the flow. You could trigger the flow when the Opportunity stage moves to the next stage, when it does you could loop through all the related tasks, and if they're all closed the flow ends, and if one is open you could show the user a message saying they need to complete the tasks first.
Nick, I was trying to make this flow when task is created to update the task count field on the lead record using record triggered flow. It really bugs me that my flow runs and counts the tasks successfully in debug mode but doesn't update the lead field. I tried both with trigger when updated, fast field update and related records. Both ran successfully which is the confusing part.
Oh ok! That is strange that it works with the debugger and not in production. I'll make another video and post it today on doing a rollup with a record triggered flow for this use case. Stay tuned!
Newest video about roll up summaries shows how to do this in real time!
Hi Nick, Can you please help me on the overlapping tasks need to calculate actual days spend on the Tasks. I have a custom object and having the status field which is a picklist for each picklist values we are creating tasks, for example status in new I have 3 tasks created whose start date is 4th and completed date is 8th, second task 5-7 and third task is 6- 9. Here I want to calculate the days spent tasks in that inquiry step I don't want to calculate from completed date - Strat date on each task and add the total , I want task created first and task completed last that difference I want.
here The least created date is 3 and last completed date is 9 so the difference 9-3 = 6 days and this needs to update on related object field which holds the actual days spent