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            Enable Financial Summary Rollup

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Financial Summary Rollup

            To clone, customize, and run predefined Data Processing Engine definitions of the Financial Summary Rollup process type, and to update and view the summary rollup results, enable the Financial Summary Rollup feature in Setup.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To enable Financial Summary Rollup

            Financial Services Cloud Extension

            OR

            FSC Sales

            OR

            FSC Service

            OR

            Financial Services Cloud Foundations

            OR

            FSC Sales for European Union Operating Zone

            OR

            FSC Service for European Union Operating Zone

            OR

            Financial Service Cloud EUOZ
            1. From Setup, find and select Financial Summary Rollup Settings.
            2. Enable Financial Summary Rollup.
             
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