Employee Count Rollup

Summary

Rollup all the employee counts between linked accounts

Business Impact

Integrations

Salesforce
Salesforce

Tables

Tables are data pulled from your integrations
Account
  -  
This stores a record for each account

Relationships

Relationships allow you to relate your different sources of data

No Relationships

Formulas

Formulas are used to run calculations on your data
domain the clean domain for the account
DOMAIN(Website)
total_employee_count the count of all the employees under one domain/td>
SUM(SELECT(FILTER( all_salesforce_accounts, "domain", "==", domain), "NumberOfEmployees"))

Triggers

Triggers are a set of conditions that set a Workbook into play

No Triggers

Actions

Actions are events that take place once a Workbook is triggered

The action is set to write back to a salesforce field the result of the total_employee_count formula

Write Back
From Field
total_employee_count
To Field
salesforce
Total_Domain_Employee_Count__c

Write Backs

Write backs are used to sync a value back to a field from your data