How to calculate number of open tasks per lead? Salesforce Flow Use Case

📌 📌 In this video, I am going to implement a use case using Salesforce Flow. The Use Case is to calculate number of open tasks per lead using Scheduled Triggered Flow. I will be using the Flow Transform Element to implement the use case.
#salesforce #flow #transform #aggregate #newflowfeature #sum #count #spring24 #flowusecase
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:01 - Introduction
0:28 - Motivation for this video
1:10 - Build the Flow
8:55 - Test the Flow
10:20 - Final Thoughts
📌 How to Configure Flow Transform Element - • How to Configure Flow ...
📌 Salesforce Spring 24 Release Playlist - bit.ly/3wyAB9I
📌 Salesforce Winter 24 Release Playlist - bit.ly/3P0bun0
📌 Salesforce Summer 23 Release Playlist - bit.ly/3Mw6rbx
📌 How To Add Named Credentials To Permission Set Using Principals - • How To Add Named Crede...
📌 Salesforce Flow Playlist - bit.ly/3nIpTnT
📌 HTTP Post Call From Salesforce Flow - • Salesforce Summer 23 R...
📌 External Services in Flow - HTTP Callout - • External Services in F...
📌 Salesforce Release Playlist - bit.ly/3r7F0cn
✨ Blog: www.sudipta-deb.in/
✨ Subscribe for new videos on technology every week: bit.ly/3vCQKpg
✨Connect with me
📌 Twitter: / thesudiptadeb
📌 Website: www.sudipta-deb.in/
📌 LinkedIn: / sudiptadeb
📌 Facebook: / technicalpotpourri
Credit: Music I Use under the Mixkit License
Disclaimer: All opinions are my own and this video content is not endorsed by Salesforce, Google or any other company in any way.

[@GustavoSeluja]

Thank you! You are a great teacher, your videos and lessons are of high quality. Two questions. 1) How and where would you specify a Task record type? Hardcoding the Id is a no-no. 2) I did try it. My use case: number of child records created to populate the parent record (a custom child object that looks up to leads). I ended up with the total number of child records created for all leads. On the Transform element I selected 'Count', not 'Sum'. Any idea what I did wrong?

[@TechnicalPotpourri]

Thank you @GustavoSeluja for your comment. I have selected task at the beginning of the scheduled triggered flow to make sure the flow will run only on new task record creation. Second, hardcoding Ids is 100% no-no, but in the demo, I have used the first three digits of the Lead record Id only to make sure my flow will only run when there is task created and most important task is associated with the lead record only. Task and events are two objects which can be linked with multiple records. They are polymorphic in nature. Read my blog post to understand in details here (sudipta-deb.in/2024/03/difference-between-whoid-and-whatid-in-salesforce.html)
Now coming back to your use case, I am not fully understanding your requirement. Are you trying to calculate number child records for account and store that in parent account or something to do with lead record? Not fully. With transform element, you can either do 'Count' or 'Sum'. Count will calculate the number of records, where 'Sum' will add the values from a particular number field from each record. Here are my two videos, where I have used 'Count' and 'Sum'.
Video covering 'Count': ua-cam.com/video/0oN8Rdn74mQ/v-deo.html
Video covering 'Sum': ua-cam.com/video/_Rrb4aoG8Ek/v-deo.html

[@GustavoSeluja]

@@TechnicalPotpourrithanks. Yes, I did notice your using the 3 digit object "identifier". My use case: I corrected "account" for "parent". It is counting child records of a lead parent record. I'm still working with it. Thank you.