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leluttrellleluttrell 

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.
 
PawanKumarPawanKumar
you can use the below trigger approach.
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
PawanKumarPawanKumar
You tube video for PB / flow
https://www.youtube.com/watch?v=2MJYRHpQgmc