How To: Create Roll Up Summaries using Flow [Video]

We’ve gone back through our archive this week, returning to a post which still today proves amazingly popular, often topping our weekly page views stats. Here’s a new video version of “How to Create Rollup Summaries Using Flow”! Of course, we have upgraded to Lightning for this new video – just please forgive the few Read more about How To: Create Roll Up Summaries using Flow [Video][…]

How To: Create Roll Up Summaries using Flow – Part 2

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[…]

How To: Create Roll Up Summaries using Flow – Part 1

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[…]