Before Save Record Triggered Flow to show count of related Opportunities | Scenario 1
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- 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).
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Before Save Record Triggered Flow to show count of related Opportunities | Scenario 1
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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
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.
I always learn so much from your videos, thank you so much for putting these up and please don't stop, they are great!!
Thank you 😊
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.
Yes Anshul Thank you for the comment i will edit the video thank you
@@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?
I tried with assignment element but it was not working, then I added "Update triggering record" and the the record got updated.
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
can we count the total no. of stages changed by user in opportunity
Hi , How to work it for custom object ?
I think we cannot calculate this using rollup summary because we cannot apply the filter for only closed won opportunities in rollup summary
Yes, also one problem is opportunity is not related with M:D relationship with account, it has Lookup relationship
excellent explanation. Thanks Shubham👍
So nice of you
How to create flow to count no of high priority cases of an account
do the same as in this video just change the object of yours and apply the filter of the priority
Beauty and brain perfect combo
Thank you :)
Great
Bro dont go too fast. please explain each and every point . i'm very uclear with your example.
Did you watch the other videos?