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Scheduled Flows for the Win

February 11, 2020 by Mike Reynolds Leave a Comment

An #AwesomeAdmin for a non-profit art school recently reached out to me with a problem. She adopted the school’s org a while back and has helped them make small changes over time. This #AwesomeAdmin, Sam, (real names have been changed) got a frantic email from the school’s program administrator saying that Salesforce was broken! As it turns out, some years-old custom rollup fields no longer worked. 

The fields showed the number of students (Contacts) in each household (Account) that were enrolled in a program (custom object) and listed all the primary and secondary programs for all the students in the household. The school’s enrollment window had already started, so any delay in finding a solution would mean more data that would need to be cleaned up. Sam needed to fix things, and fast. 

Fortunately for Sam, we have a declarative solution. Check out how scheduled flows helped her and how

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