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Crystal M. ReganCrystal M. Regan 

Summary fields for related records without master detail relationship.

Is it possible to create summary fields for related records using process builder without creating a master detail relationship?
PriyaPriya (Salesforce Developers) 
Hi Crystal,

Yes Possible!!

Please check this below article and try implementing accordingly. 

https://absyz.com/roll-up-summary-without-a-master-detail-relationship/
 

Please mark it as the Best Answer so that it can help others in the future.

Regards,

Priya Ranjan


 
Suraj Tripathi 47Suraj Tripathi 47
Hi,

Please follow the below link by using flow:- https://www.youtube.com/watch?v=EDD_7wDmPGY
By trigger:- https://blogs.absyz.com/2016/03/16/roll-up-summary-without-a-master-detail-relationship/

Please mark it as Best Answer if it helps you.

Thanks & Regards
Suraj Tripathi