Hi! I followed all the steps to update the apex only to show the opps marked tax deductible true as instructed. When I run the flow, it's still only populating the Gifts This Year field, not my new one. What am I missing here?
See my VERY hypothetical example in sandbox in first comment :)
4 answers
Thanks! This is really helpful to see. Where you have in the code
Gifts_Last_Year__c you need to change that to Tax_Deductible_Gifts_Last_Year__c and where you have
npo02__OppAmountLastYear__c
that needs to be your roll up field Gifts_Last_Year_Tax_Deductible__c. And you need to add in the checkbox to your soql criteria. THIS code:
CALENDAR_YEAR(CloseDate) =:year AND IsWon = True
should also include
AND tax_deductible __c = true
