Use Case: Get a List of Names of Related Records to a Field

A while ago we published a Use Case to create a custom roll-up summary, but it focuses on numerical calculation. Today we will show you how to build the flows If you want to get a list of related records and their names. We will also use a different approach than the previous custom roll-up summary solution.

* Big thanks to Ivan Kovacek for sending in the case!

Lulu Mobile uses standard Account and Case objects. Even though they have a Case related list on the Account page, they still want to have a field to show all the case numbers that the Account has. This helps them search the Account for the case faster in a report. They have already created the field called “All Case Numbers”.

The flow should run whenever a case is created, the case number is updated, or a case is deleted. Different from the previous post, we will create two flows – one handles case creation and update, and the other one handles deletion.

The benefit is that these two flows are nearly identical, so it’s easier to build and maintain. The downside is that if you often edit the child records (ex. Case) in bulk, you might hit the governor’s limits by editing the parent record (ex. Account) more than 12 times.

Thus, carefully evaluate your organization’s needs and choose the solution that works better for you.

Flow 1: Run On Create/Update

Flow 2: Run On Delete

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Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!

Official Salesforce Help Article On Flow

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Jaime

Very useful! I am thinking about its implementation and use batch apex to fake update the records so the fields will be populated, I guess with batch apex governor limits will not be reached.

Bunty

Very useful. However, I have a scenario like this but a slight change. How to show the latest child record name On Parent? So, If Account has 4 cases, I would like to show Case Number of only one case record that was created as latest on Account. Many cases can be created on same day for an account, so would like to pick the one as latest one.

Patty

I am wondering if you added a schedule path to the flow with a batch size could you avoid the governor limits? I am also stuck on the number 12 for editing Accounts more than 12 times. Is that saying something like… Bulk upload of 12 cases for one account will hit governor limits and could you assist with the math for that?

This has been a fantastic find for us but we are also operating with a managed package so we took a slightly different direction. We are using this flow example if a specific field (isChanged) of the child record along with additional criteria. We created another flow triggered from the master record, added a rollup field and used the rollup field (isChanged) for adding and removing from the resultant list.

Yvonne

This was just the very thing I was looking for! Or… at least as close to it as I could get when dealing with two custom objects. Just wanted to say thanks so much for making this so straightforward!