As part of our series of #FlowFeb blogs, we recently shared this example of how Flow can be used to help report on only the most recent child record. By creating a Most Recent Record checkbox field on the child object and using Flow to maintain this field across all records whenever a new one Read more about How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)[…]
This month is quickly becoming Flow February here at Salesforce Weekly. Following Mike’s examples of how you can build (and improve) a flow to create your own rollup summary, here we are going to tackle another relatively common requirement – the ability to include only the most recent child record in a report – and see Read more about How To: Use Flow to Report on the Most Recent Record[…]
As promised and continuing on from my previous post on Creating Roll Up Summaries using Flow, I want to offer up one solution for recalculating Project Total Time on Delete of Time Entry records. Remember the last time? We showed how to use creations and edits of Time Entry records to calculate a rolled-up Total Time, Read more about How To: Create Roll Up Summaries using Flow – Part 2[…]
Roll Up Summary fields are one of the most useful custom field types in Salesforce, but not when your object model is based on lookup relationships. You see this magic only works on objects which are related as master-detail. So what are your options here? Install an app such as Rollup Helper from the AppExchange or Read more about How To: Create Roll Up Summaries using Flow – Part 1[…]