Create Rollups on Lookup Records With a Flow and a Free App
DATA MIGRATION & FLOW TUTORIALS Create Rollups on Lookup Records With a Flow and a Free App Salesforce Flow July 5, 2022 Email Facebook LinkedIn Wouldn’t it be nice if Salesforce gave us the ability to create roll ups on records related by lookup? Why do master detail relationships get to have all […]
FSC – How to Set the Action Plan on Tasks Using Two Flows
DATA MIGRATION & FLOW TUTORIALS FSC – How to Set the Action Plan on Tasks Using Two Flows Action Plans Flow FSC Salesforce Jan 01, 2024 Email Facebook LinkedIn Table of Contents Introduction Setup of Custom Lookup Field on Task 2.1. Navigating to Salesforce Setup2.2. Creating “Action Plan” Lookup Field on Task2.3. […]