Customize Lightning Pages to View Summary Rollup Results

To show summary rollup results in a clear and organized format, add the Related Records Detail Display component to a Lightning record page.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To customize a Lightning record page:	Modify All Data permission AND Customize Application permission

User Permissions Needed

To customize a Lightning record page:

Modify All Data permission

AND

Customize Application permission

From Setup, at the top of the page, select Object Manager.
Select either Party Relationship Group or Account object, and select Lightning Record Pages.

Note Based on the Data Processing Engine definition that you run, choose the relevant record details page to view the summary rollup results. For example, if the Data Processing Engine definition that you selected aggregates financial information for a household, then you can view the summary rollup results both on the party relationship group and account record pages. If the Data Processing Engine definition that you selected aggregates financial information for an individual account, then you can view the summary rollup results on an account record page.
Click the page name, and then click Edit. If required, click New and create a page.
Drag the Related Record Detail Display component from the Components panel to the Lightning page canvas location where you want to position the component on the record page.
Save your changes.
If your page is new, activate the page.

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