Scheduled Triggered Flow to Count Tasks (Roll Up Summary Example)

Опубликовано: 04 Март 2026
на канале: Salesforce Made Simple
3,227
36

In this video we'll use a scheduled triggered flow to count the number of tasks related to a lead and then update a custom field on the lead object.

We're effectively creating a roll up summary field with a Salesforce flow in this example. We use a get records element, an assignment element, and an update to make everything work.

What flow questions do you have? Leave a comment below!

🏆 Join the Salesforce Saturday Email for weekly tips from me (Free):
https://www.nickfrates.com/blog

💰 Learn how to build more flows like this in the Salesforce Flow course over 15,000 Salesforce professionals like you have taken:
https://www.nickfrates.com/2025-sales...

Get the 10 Ways to Boost Your Salesforce Career Guide (Free):
https://www.nickfrates.com/career-guide

salesforce flow roll up summary field
roll up summary salesforce flow
create roll up summary field using salesforce flow
roll up summary through flow
flow roll up summary

#salesforce #salesforceflow #salesforcetutorial #salesforcetraining