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Jin Kaur 7Jin Kaur 7 

Roll up Activities onto Account. Aggregate by particular Subject in Activity.


I would like to have a field on the account which shows me that if an Activity of a particular Subject was completed or not.
With this field, i would like a workflow to trigger if it's not filled and another field has a particular value.

Currently i cannot aggregate activity fields onto an account.  Is there a way to do this with a trigger? I am not trigger savvy!

Thank you
Akhil AnilAkhil Anil
Hi Jin,

You can do this using process builder and flows.

I suggest that you visit the below blog which has some wonderful examples on flows. You can then setup one by yourself.


Hope that works !