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

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

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