{"id":2446,"date":"2023-09-18T22:40:17","date_gmt":"2023-09-18T22:40:17","guid":{"rendered":"https:\/\/cloudraysolutions.com\/?p=2446"},"modified":"2023-09-18T22:40:19","modified_gmt":"2023-09-18T22:40:19","slug":"salesforce-flows-custom-opportunity-roll-up","status":"publish","type":"post","link":"https:\/\/cloudraysolutions.com\/salesforce-flows-custom-opportunity-roll-up\/","title":{"rendered":"Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2446\" class=\"elementor elementor-2446\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a203178 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a203178\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-11fff6b\" data-id=\"11fff6b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-885c44c elementor-widget elementor-widget-page-title\" data-id=\"885c44c\" data-element_type=\"widget\" data-widget_type=\"page-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t<div class=\"hfe-page-title hfe-page-title-wrapper elementor-widget-heading\">\n\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/cloudraysolutions.com\">\n\t\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\n\t\t\t\t\t\t\t\t\n\t\t\t\tHarnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups  \n\t\t\t<\/h2 > \n\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c579b06 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c579b06\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0abc58b\" data-id=\"0abc58b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c3befe2 elementor-widget elementor-widget-text-editor\" data-id=\"c3befe2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>A recent client project presented a scenario that many businesses require: aggregating data from the Opportunity to the Opportunity&#8217;s primary contact based on the Opportunity Type. We needed to account for the existing client data, as well as any future Records that would be created. It&#8217;s a request that might seem straightforward initially, but as many Salesforce experts know, nuances lie in the details. Read on to learn how Salesforce Flows delivered!<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-faa8f85 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"faa8f85\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2ae286b\" data-id=\"2ae286b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1e249d0 elementor-widget elementor-widget-heading\" data-id=\"1e249d0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">The Salesforce Roll-Up Roadblock<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e355610 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e355610\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-927c3fe\" data-id=\"927c3fe\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-92b49d4 elementor-widget elementor-widget-text-editor\" data-id=\"92b49d4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The direct approach for roll-ups in Salesforce is to use a standard Salesforce Roll-Up Summary Field. However, this is exclusively available for master-detail relationships. Our challenge here was that the objects in question didn\u2019t have this type of relationship, immediately making the standard roll-up utility infeasible.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fe043ac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fe043ac\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b084270\" data-id=\"b084270\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c5997da elementor-widget elementor-widget-heading\" data-id=\"c5997da\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Triggers, Apps, or Flows?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9f5d631 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9f5d631\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0ec3340\" data-id=\"0ec3340\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2b9881f elementor-widget elementor-widget-text-editor\" data-id=\"2b9881f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>With the native functionality out of the picture, we could dive into the code-heavy world of Apex triggers. Additionally, the AppExchange offers some excellent apps dedicated to this purpose. But, after weighing our options, we zeroed in on a Salesforce tool that&#8217;s been gaining momentum for its power and flexibility: <strong>Salesforce Flows<\/strong>.<\/p><p>Flows in Salesforce are more than just a process automation tool. They provide a platform for both admins and developers to design, craft, and deploy intricate business logic without always diving deep into code. The robustness of <strong>Record-triggered Flow Salesforce<\/strong> combined with the modular nature of <strong>Salesforce Sub-flow<\/strong> allows for a design approach that\u2019s both efficient and maintainable.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-39a78a0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"39a78a0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b3ae206\" data-id=\"b3ae206\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ce295bc elementor-widget elementor-widget-heading\" data-id=\"ce295bc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Crafting the Salesforce Flow Roll-Up Solution<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-50b6d4d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"50b6d4d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bb84236\" data-id=\"bb84236\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b622d53 elementor-widget elementor-widget-text-editor\" data-id=\"b622d53\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Building on the power of Flows, our solution was architected as follows:<\/p><ol><li><p><strong>Legacy Data Handling<\/strong>: To manage existing data, we developer a Flow that is triggered when a Contact record is updated. We ran a one-time Contact update on the necessary records which fired this Flow and then subsequently a Sub-Flow. \u00a0The Contact Id was passed into the Sub-flow for processing.<\/p><\/li><li><p><strong>Addressing New Opportunities<\/strong>: Every New Opportunity triggered a Flow to run. This invoked the above-mentioned Sub-Flow, feeding it with the Primary Contact Id to utilize,<\/p><\/li><li><p><strong>Sub-Flow&#8217;s Logic<\/strong>: Here lies the heart of our solution. This Sub-Flow queried all relevant Opportunities linked to the specified Contact, aggregated the requisite data, and then seamlessly updated the Contact record.<\/p><\/li><\/ol><p>Using Salesforce Flows allowed us to also account for record merges, and Opportunity modifications in which the Primary Contact was updated.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bf2abde elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bf2abde\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3c7beda\" data-id=\"3c7beda\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ef31e86 elementor-widget elementor-widget-heading\" data-id=\"ef31e86\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">In Conclusion: Embracing Salesforce Flows<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2bac134 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2bac134\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cd9967e\" data-id=\"cd9967e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b7ef754 elementor-widget elementor-widget-text-editor\" data-id=\"b7ef754\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Our journey from identifying the challenge to delivering a tailor-made solution reinforced one undeniable truth: the untapped potential of Salesforce Flows. With challenges that traditional tools can&#8217;t easily address, Flows rise as a formidable and flexible force.<\/p><p>As businesses evolve and requirements become more complex, tools like Flows allow us to adapt, innovate, and deliver. This project wasn&#8217;t just about creating an Opportunity Roll-Up Salesforce style; it was a testament to the adaptability and innovation that Salesforce Flows enable.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b9124c1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b9124c1\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-89aed9a\" data-id=\"89aed9a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-98d5d50 elementor-widget elementor-widget-heading\" data-id=\"98d5d50\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Learn More Here!<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-97decdf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"97decdf\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-24d81cd\" data-id=\"24d81cd\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f22a195 elementor-widget elementor-widget-text-editor\" data-id=\"f22a195\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a href=\"https:\/\/cloudraysolutions.com\/salesforce-flows-revolutionizing-automation\/\">Salesforce Flows: Revolutionizing Automation (Blog Post)<\/a><\/p><p>I love Iman\u2019s 2-part introductory class on Flows.\u00a0<br \/><a href=\"https:\/\/youtu.be\/BpDenMQYUYo?si=tGQeMNwSJ4uf_ocR\">Part 1<\/a><br \/><a href=\"https:\/\/www.youtube.com\/watch?v=0NH5V1vO3pI&amp;t=747s\">Part 2<\/a><\/p><p><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/trails\/build-flows-with-flow-builder\">Trailhead<\/a><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups A recent client project presented a scenario that many businesses require: aggregating data from the Opportunity to the Opportunity&#8217;s primary contact based on the Opportunity Type. We needed to account for the existing client data, as well as any future Records that would be created. [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[32,30,27],"tags":[8,43,6,31],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups - cloudraysolutions.com<\/title>\n<meta name=\"description\" content=\"Explore how Salesforce Flows offer custom Opportunity Roll-Up solutions, highlighting flexibility when standard roll-ups fall short.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cloudraysolutions.com\/salesforce-flows-custom-opportunity-roll-up\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups - 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