1.Runs weekly rollup schedule
Integrate Schedule by Zapier and scheduling tools to run your weekly rollup trigger on time.
Update weekly usage on parent accounts for product teams
Automatically schedule weekly usage rollups across Salesforce accounts using Schedule by Zapier, Looping by Zapier, and Code by Zapier. Create and update parent usage aggregates when weekly rollup runs, child usage returns, or segments computeβso you can refresh totals, update segments, and assemble top flavours without manual rollups.
How this automation updates parent usage reporting
When weekly rollups run, manual aggregation can slow product reporting and hide data-quality gaps. This automation searches parent accounts, aggregates child usage with JavaScript, and updates the parent recordβso your team can review usage at the right granularity.
Schedule by Zapieror swap with your favorite app
2.Find parent accounts by query
Integrate Salesforce and CRM query tools to retrieve parent accounts to process for the rollup.
Salesforceor swap with your favorite app
3.Iterates parent accounts results
Integrate Looping by Zapier and iteration logic tools to process each parent account one at a time.
Looping by Zapieror swap with your favorite app
4.Find child accounts for each parent
Integrate Salesforce and CRM query tools to fetch child account records related to each parent.
5.Aggregates child usage with JavaScript
Integrate Code by Zapier and analytics scripting tools to calculate totals, segments, top flavours, and a timestamp.
Code by Zapieror swap with your favorite app
6.Updates parent account aggregates
Integrate Salesforce and reporting fields tools to update each parent record with aggregated usage metrics.
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