• Rashida Burhani
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Hi there,
I've followed this guide ( https://admin.salesforce.com/blog/2019/use-flow-builder-to-create-a-roll-up-summary-field) to create a roll-up summary field on the Account object to count the number of Projects linked to an Account record via an Account lookup relationship field.
I have further added the filters Project Record Type = Delivery and Active = True, since I only want to count the number of Active Delivery Projects linked to an Account.
The issue I am facing is that the flow does not deduct 1 from its count when I uncheck the Active checkbox (i.e., when Active = False).
Can any one please suggest a work around that can be applied to count the number of Projects, while considering the record type and Boolean value for the Active field?
Thanks heaps!
(PS: I am not a developer)