Use Salesforce Flow to count Contacts on a Account

Описание к видео Use Salesforce Flow to count Contacts on a Account

Salesforce Flow is a powerful automation tool that enables users to build and execute custom, interactive processes within the Salesforce platform. With Flow, users can design and automate complex business logic and workflows by visually creating a series of screens, decisions, and actions. It allows for the collection and manipulation of data, integration with external systems, and user interaction through forms and screens. Salesforce Flow empowers users to streamline and automate various processes, such as lead qualification, opportunity management, and customer onboarding. It offers a flexible and intuitive way to create tailored solutions that enhance productivity, improve user experience, and drive business efficiency.

In this Video I show you how to use a record-triggered flow so that whenever a Contact is created or updated you count all the Contacts directly related to the same Account and then update the Account with the Number of Contacts.

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