See how you can create custom roll-up summaries with process builder and flow, for use with lookup relationships and parent child relationships on the same object. You can automation your roll-ups without a developer, totally declaratively. YouTube: https://mrockssf.site/2LfRegm

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Automation Hour
 Date/Time: Fridays, 3-4pm ET
 We will be back January 6th.
 Planning phase for January-March sessions.
 Lineup will be announced on SalesforceAutomationHour.com, the Salesforce
Automation Hour success community and Twitter shortly.
 Got a cool process automation use case and solution to share?
https://salesforceautomationhour.wordpress.com/contactus/

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Logistics
 All lines will be muted.
 Please use the chat function to ask questions.
 Continue the questions in the success community
 The recording will be posted after the session.
Resources:
 Success Community: Salesforce Automation Hour
 Web site: http://SalesforceAutomationHour.com

4. Our Sponsor
Concretio is a Salesforce trusted PDO and
ISV partner, who are offering expert
Salesforce implementation, custom
development and support services to
worldwide enterprises. Beyond usual
Salesforce clicks and code, Concretio Team
is expert in delivering sophisticated and
gorgeous solutions/apps using Lightning,
AngularJS, and Mobile SDK.

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Your Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton

6. Meighan Brodkey
Technical Architect at Sunreach Consulting.
Seattle Women In Tech User Group Leader
10 years experience with Salesforce
Community taught TA
Lover of Visual Workflow

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Rollup Summary Fields with Lookups
Use Case: You have two objects that are related to each other via a lookup, such as a parent
child records on the same object, rather than a Master-Detail relationship, and you want to have
the the totals from the child objects summed on the parent
Play the Webinar Video

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Agenda
 Automation Overview
 Review of Configuration
 Demo of Workflow
 Q & A

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Automation Overview
1. Data
2. Custom Object
1. Create a Lookup field on the custom object
2. Summary fields on the parent records
3. Process Builder
1. Create a User Process
1. Action Items: Activate
4. Visual Workflow (Flow)
1. Fast lookup vs Lookup
2. Loops & Assignments
3. sObjectCollection Variables & Fast Create

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The Flow
The flow will be used to find the groups the user needs to join then create the Group Member
records for said groups.
First we need a flow

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Master Detail vs Lookup Relationships
• Master Detail Implications
• Lookup Implications

12. How Everything is Connected

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The Opportunity

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The GAU Allocation
Holds the Amounts that will be totaled

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The General Accounting Unit
Hierarchy Structure with the Parent Field

16. The Automation
The Process and Flows

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The Process
• The Process is based on the GAU Allocation,
when a record is created or edited.
• First Action Criteria, to set the Opportunity Stage
on the GAU Allocation.
• The Second is the launch the flow based on the
stage.

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The Flows

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The Rollups to the Parents

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Contact Me
Meighan Brodkey
Rock
Salesforce