In this requirement, we explain how to use flows to update the Number of Contacts for accounts. This feature similar to Roll-up summary concept which we generally have for Master-detail relationship objects.
REQUIREMENT:
In Salesforce,
- Firstly, a user took an Account and added a contact record to that account.
- Secondly, the contact saved with user input details.
- When the users save the contact record then No of Contacts field should be updated to the account record.
- In addition, this should work when the account has multiple contacts as well.
Account object :
- Field Name: No of Contacts
- Field Type: Number(3,0)
Please Like and Subscribe to my youtube channel and click the bell icon to get new video updates.