I'd like to determine the number of records where the "Account Active" field is set to "True" within the context of a parent account. To illustrate, if there is a parent account, and beneath it, there are 10 associated accounts, and among those 10 accounts, only 4 have the "Account Active" status set to "True," I'm seeking the count of such accounts, which would be 4.
답변 2개
Hello @Damian Gotbeter, you may use
- DLRS tool (https://github.com/afawcett/declarative-lookup-rollup-summaries) or equivalent to do some counting as you are in lookup relationship and not master detail relationship
- a scheduled flow to be run every day to calculate the number of children (easier but less accurate as not triggered by children creation/deletion)
- indeed 2 flows on accounts to update its parent, as suggested by @Bradley Weller.
Eric
