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Hello Trailblazers 🌟,

Your help 🖐🏼 is needed to help me get this flow to work, as I am totally new to flows.

We want to count the number of emails exchanged in a case.

I have therefore created a new custom filed called "Number of Emails" in the case object. (number)

Now we need a flow to update the count every time an email is exchanged.

 

I created a record triggered Flow, object case, trigger : A record is updated, optimized for actions and related records.

 

Then updated record ; Use the case record that triggered the flow

Issue with flow to count number of email exchanged in a case

The formula is 

Screenshot 2023-02-22 112501.jpg

 

Screenshot 2023-02-22 112528.jpg

 

It doesn't work :( 

Any suggestions ? Thanks for your help !

3 Antworten
  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    22. Feb. 2023, 16:42

    Hi @Xavier Walle,  

     

    To increment the Number of Emails field on a Case whenever a new Email is captured in Salesforce that is related to that Case, one method is to use a Record-Triggered Flow based on the creation of new EmailMessage records where the ParentId is populated (ParentId represents the Case record related to the EmailMessage).

     

    Then, you can use the ParentId to identify the Case and set the value of the Number of Emails to {!Record.Parent.Number_of_Emails__c} + 1, which would increment the value by one for each new EmailMessage associated with the Case when the EmailMessage is created.

    Hi , To increment the Number of Emails field on a Case whenever a new Email is captured in Salesforce that is related to that Case, one method is to use a Record-Triggered Flow based on the creation o

    The formula accounts for if the value in "Number of Emails" is null to ensure that the increment works:

     

    Screenshot 2023-02-22 at 10.39.15 AM.png

     

    Screenshot 2023-02-22 at 10.25.20 AM.png

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