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Soundar Rajan Ponpandi
How to update a Roll-up summary for currency filed Via Flow Builder?
HI,
I have following scenarios,
1. I am enabling multi currency in my organisation.
2. So i can't create a roll-up summary fields in account object (to calculate total revenue from opportunity).
3. Is there only one way to create a roll-up summary field by flow builder (Without Apex).
4. So i decided to update a roll-up summary by using flow builder.
5. I am new to flow, can you please tell me step by step to achieve this process.
Regards,
Soundar.
I have following scenarios,
1. I am enabling multi currency in my organisation.
2. So i can't create a roll-up summary fields in account object (to calculate total revenue from opportunity).
3. Is there only one way to create a roll-up summary field by flow builder (Without Apex).
4. So i decided to update a roll-up summary by using flow builder.
5. I am new to flow, can you please tell me step by step to achieve this process.
Regards,
Soundar.
Greetings!
Can you please check the below blog for steps to create the flow and Process builder to update the currency type of field.
https://salesforcesidekick.com/2015/03/23/flow-roll-up-summary-for-account-fields-part-1/
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
This example with older version of flow, Can you please send me a screenshot(s) with new versions.
Then it will most helpful for me.
Regards,
Soundar.
Unfortunately,I couldn't find the new version flow screenshots for the same.However,you can achieve this using the new version flow as well using the same components which are also available.
Thank you!