Before Save Record Triggered Flow to show count of related Opportunities | Scenario 1

Поділитися
Вставка
  • Опубліковано 17 жов 2024
  • In this video, I created a Before Save Record Triggered Flow to show the count of related Opportunities.
    Scenario: Steven Greene is working as a System Administrator at Universal Containers (UC). He received the following requirement from his Manager - whenever an Account is created or updated, auto-populate the number of open opportunities counts in a custom field on the Account i.e. No. of Open Opportunities (No_of_Open_Opportunities__c).
    visit automationchampion.com for more such scenarios
    Before Save Record Triggered Flow to show count of related Opportunities | Scenario 1
    📌Buy me a Coffee: bit.ly/buyCoffe...
    📌Salesforce Apex Development Book: amzn.to/3dHMg98
    📌For Salesforce Training & Business Enquiry: shubhambhardwajsf@gmail.com
    BEST SALESFORCE ONLINE COURSES:
    📌 Interview Questions:
    🔗 bit.ly/3cmSvQn
    📌 Salesforce Integration:
    🔗 bit.ly/3ALThk1
    📌 Salesforce Deployment:
    🔗 bit.ly/2SPWldw
    📌 Lightning Web Components:
    🔗 bit.ly/3yIbsVO
    🔗 bit.ly/3xC5SnU
    🔗 bit.ly/3xz5IO0
    🔗 bit.ly/3t62AqS
    📌 Complete Salesforce Development:
    🔗 bit.ly/complet...
    📌 Complete Salesforce & Lightning Experience Training
    🔗 bit.ly/3pAoosQ
    ✨GEARS I USED FOR MY UA-cam CHANNEL:
    📌Laptop: 📎amzn.to/2J0iEI9
    📌Mic: 📎amzn.to/31CfVLF
    📌Mobile Tripod: 📎amzn.to/2Trcm6A
    📌Shoot Tripod: 📎amzn.to/3opV089
    📌Mobile: 📎amzn.to/3oqJvxl
    📌Video Editor: Hitfilm Express
    ✨Connect with me
    📌Twitter: 📎bit.ly/sfdcgee...
    📌Telegram: 📎bit.ly/2yJA6MA
    📌Trailmix: 📎sforce.co/36wD9Ea
    📌Website: 📎bit.ly/websfdc...
    📌LinkedIn: 📎bit.ly/sfdcgee...
    📌Trailhead: 📎bit.ly/sfdcgee...
    📌Instagram: 📎bit.ly/2SNhTUB
    Tags:- #salesforce #salesforceflow #recordtriggerflow
    ✨Everyone starts from zero, so let me know how can I improve my content.
    ✨All suggestions are appreciated. - 📌 shubhambhardwajsf@gmail.com
    ✨Keep Learning Keep Trailblazing and don't forget to enjoy life.

КОМЕНТАРІ • 22

  • @malligiri3754
    @malligiri3754 9 місяців тому

    Thanks sir , it is very good info. But I have a doubt if someone changed the opportunity account I'd to some other one , this flow will not update the other account oppty count

  • @ryan3249
    @ryan3249 Рік тому

    Hi Salesforce Geek, how to update the count when opportunity is deleted or the parent is changed. How can we handle this in your flow. Please explain , thank you.

  • @jiyaadnaeem4802
    @jiyaadnaeem4802 2 роки тому

    I always learn so much from your videos, thank you so much for putting these up and please don't stop, they are great!!

  • @anshulagrawal6706
    @anshulagrawal6706 2 роки тому +1

    Just trying to understand how would we have recordId in before save flows when we are creating an account as they run at the very start of the execution. They wont have even related opportunities. This scenario should only run when Record is updated.

    • @salesforcegeek
      @salesforcegeek  2 роки тому

      Yes Anshul Thank you for the comment i will edit the video thank you

    • @parveenparveen9384
      @parveenparveen9384 Рік тому

      @@salesforcegeek , For me no. Of Opp filed is getting updated as soon i create new opp from related tab. but for you its getting updated when you change Rating Field Only. May i know why like this. Did the Related fields update the trigger flow or not?

  • @shreyaraut9270
    @shreyaraut9270 Місяць тому

    I tried with assignment element but it was not working, then I added "Update triggering record" and the the record got updated.

    • @salesforcegeek
      @salesforcegeek  Місяць тому

      please make sure you are using the fast field update if you are using assignment element and updating the same record that triggers the flow

  • @mitthu16
    @mitthu16 2 роки тому

    can we count the total no. of stages changed by user in opportunity

  • @Jsharmaofficial
    @Jsharmaofficial Рік тому

    Hi , How to work it for custom object ?

  • @shivam_diwan
    @shivam_diwan Рік тому

    I think we cannot calculate this using rollup summary because we cannot apply the filter for only closed won opportunities in rollup summary

    • @shahidarafat5646
      @shahidarafat5646 Рік тому

      Yes, also one problem is opportunity is not related with M:D relationship with account, it has Lookup relationship

  • @salesforceWithParamita
    @salesforceWithParamita Рік тому

    excellent explanation. Thanks Shubham👍

  • @meghagupta8761
    @meghagupta8761 2 роки тому

    How to create flow to count no of high priority cases of an account

    • @salesforcegeek
      @salesforcegeek  2 роки тому

      do the same as in this video just change the object of yours and apply the filter of the priority

  • @BCT_PragathiSri
    @BCT_PragathiSri 10 місяців тому

    Beauty and brain perfect combo

  • @priyankagholap381
    @priyankagholap381 2 роки тому

    Great

  • @YogeshKumar-zs9cg
    @YogeshKumar-zs9cg 2 роки тому

    Bro dont go too fast. please explain each and every point . i'm very uclear with your example.