Roll-up summary for counting Activites record

Question

Is it possible to count no. of activities records related to Account. I want this value on Account page layout.

I have tried using Roll-Up summary but Activity object is not available.

I know it can be achieved using triggers,but is there any way to achieve this with configuration.

Mohith Shrivastava · Accepted Answer · 2016-05-23 10:24:14Z

1

You can use combination of process builder and visual flows to achieve this .please check below link for step by step walkthrough

answered May 23 '16 at 10:24

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I have one doubt.Let's say I have to update any of the field of Account when related Task is completed and I have created a Process builder which is working as expected.But,will it work for existing task which is already in completed status.Will it update Account field?
– devsfdc
May 23 '16 at 13:53
The example illustrates this .The count will be taken care by builder logic and only on delete you need triggers .Hope that helps .
– Mohith Shrivastava
May 23 '16 at 23:40

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Mukesh Verma · Accepted Answer · 2016-05-23 10:19:40Z

0

Unfortunately this can't be achieved by some standard functionality.You have to choose apex triggers if you want to achieve this.

answered May 23 '16 at 10:19

Mukesh Verma

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