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How to create a roll-up-summary field without master details & apex coding
Hi,
I want to create a rollup-summary-field without using a master Detail and apex class.
1. Through Flow Or Process builder.
Can you please write a steps to create a roll-up-summary fields, Scenarios is follows.
1. I am using Account & Aaccount team members standard object.
2. When i add a new team members filed to be update in account "No of sales rep".
3. When i delete a account team members the same field should update as well.
Thansk in advance.
Soundar.
I want to create a rollup-summary-field without using a master Detail and apex class.
1. Through Flow Or Process builder.
Can you please write a steps to create a roll-up-summary fields, Scenarios is follows.
1. I am using Account & Aaccount team members standard object.
2. When i add a new team members filed to be update in account "No of sales rep".
3. When i delete a account team members the same field should update as well.
Thansk in advance.
Soundar.
Greetings!
Please find the sample flow to acheive your requirement using the below link:https://www.youtube.com/watch?v=EDD_7wDmPGY
In case,If you would like to go for trigger then please find the sample code in the below document:
https://blogs.absyz.com/2016/03/16/roll-up-summary-without-a-master-detail-relationship/
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
All Answers
Greetings!
Please find the sample flow to acheive your requirement using the below link:https://www.youtube.com/watch?v=EDD_7wDmPGY
In case,If you would like to go for trigger then please find the sample code in the below document:
https://blogs.absyz.com/2016/03/16/roll-up-summary-without-a-master-detail-relationship/
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
Really it's a valid information.
Thanks,
Soundar.
This flow is working when i create / update a record, That is fine. But count is not decreased when i deleted related records.
Do you have any idea on that ?
Regards,
Soundar.
Whenever there are any changes made on the related records,then you need to edit and save the parent record to get the correct number as the process builder/flow fires whenever the record is created or edited.
Thank you!
can you please provide your answer for following Question ?
https://developer.salesforce.com/forums/ForumsMain?id=9062I000000R0v8QAC
Regards,
Soundar.