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            Enable Group Record Rollups (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Enable Group Record Rollups (Managed Package)

            When you enable record rollups at the group level, all corresponding records are stamped with the Primary Group in the Household__c lookup field. As a result, the rolled up records are displayed at the group level on the corresponding components or related lists.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
            2. Click Manage next to Wealth Application Config.
            3. Click Edit.
            4. Select Enable Group Record Rollups.
            5. Save your changes.
             
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