SObject Collection Math

Overview

This action allows you to perform calculations on a collection of Salesforce records (SObjects). You can calculate statistics like average, sum, maximum, minimum, and count for a specific number field within your records.


How it Helps

Imagine you have a collection of Opportunities and want to know the average number of deals. This action lets you quickly calculate that average without writing any formulas or code.


When to Use It

This action is ideal for:

  • Calculating statistics on collections of records.

  • Analyzing data within your flows.

  • Making data-driven decisions based on calculated values.

  • Simplifying calculations without manual formulas or Apex code.


Example

To calculate the total value of open Opportunities:

  1. Retrieve Opportunities: Use a "Get Records" element to fetch a collection of open Opportunity records.

  2. Configure the Action: Select the Opportunity collection, specify "Amount" as the field name, and choose "Sum" as the operation.

  3. Store the Result: Store the output in a Number variable to use in your flow (e.g., to display the total value on a screen).


Key Considerations

  • Source Collection: Ensure you have a valid collection of SObjects.

  • Field Name: Choose the number field you want to perform calculations on.

  • Operation: Select the desired mathematical operation (e.g., average, count, sum, max, min).

  • Treat Blank Values as Zeros: Decide whether to treat blank values in the field as zeros for the calculation

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