Salesforce Flow Secrets: How to Create a Roll Up Summary скачать в хорошем качестве

Salesforce Flow Secrets: How to Create a Roll Up Summary

In this video, we're going to show you how to create a roll up summary field in Salesforce Flow using the flow builder. This will allow you to quickly and easily create and manage roll ups in your Salesforce. Roll ups are a great way to summarize your data and make it easy to see trends. By creating a roll up summary field in Salesforce Flow, you'll be able to keep your data organized and easy to access. Our goal is to count the number of tasks related to a lead and enter that count on a custom field on the lead object. We create two formulas on the Activity object so that we can reference them inside our flow as filter conditions. 🏆 Join the Salesforce Saturday Email for weekly tips from me (Free): https://www.nickfrates.com/blog 💰 Learn how to build more flows like this in the Salesforce Flow course over 15,000 Salesforce professionals like you have taken: https://www.nickfrates.com/2025-sales... Get the 10 Ways to Boost Your Salesforce Career Guide (Free): https://www.nickfrates.com/career-guide salesforce flow roll up summary field roll up summary salesforce flow create roll up summary field using salesforce flow roll up summary through flow flow roll up summary #Salesforce #Flow #RollupSummaries #salesforceflow #salesforcetutorials