Sales management wants a small subset of users with different profiles and roles to be able to
view all data for compliance purposes. How can an administrator meet this requirement?
The administrator at Cloud Kicks recently replaced several case workflow rules with a single before save flow. Since this change, some cases are routing In unexpected ways.
What could be the cause or the charges to routing?
Sales management wants a small subset of users with different profiles and roles to be able to
view all data for compliance purposes. How can an administrator meet this requirement?
The administrator at Cloud Kicks recently replaced several case workflow rules with a single before save flow. Since this change, some cases are routing In unexpected ways.
What could be the cause or the charges to routing?
How should an administrator accomplish this?
A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. A roll-up summary field can be used to count, sum, min, or max values from child records. You can create a roll-up summary field on an object that has a master-detail relationship with another object. In this case, you can create a roll-up summary field on Room that counts the number of Equipment records related to it. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_defining_field_types.htm&type=5
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