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Using Process Builder to Populate a Field
I have a process builder question. Can someone guide me or provide me with a Youtube video or help online with how to use process builder to populate a field in Salesforce? I want to add a field on the Account page to count the number of meetings our salespeople have had with that account in 2016 and 2017.
http://blog.jeffdouglas.com/2009/07/30/roll-up-summary-fields-with-lookup-relationships-part-1/
You can use below tool.
https://github.com/afawcett/declarative-lookup-rollup-summaries
Process Builder and Flow Approach.
http://www.forcewizard.com/blog/rollup-summary-using-process-builder-and-flow
http://www.salesforceweek.ly/2015/02/how-to-create-roll-up-summaries-using-flow.html
https://www.youtube.com/watch?v=2MJYRHpQgmc