Begin by assigning users the necessary permission sets and object permissions.
Enable
Financial Summary Rollup. Next, clone and
customize Data Processing Engine definitions based on business requirements. You can create
a schedule-triggered flow to run the definitions periodically. Don't forget to customize
Lightning pages to show the financial summary rollup results.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Enable Financial Services Cloud Standard Objects To aggregate financial information from Financial Account and related standard objects, enable the Financial Account Management Standard Objects setting.
Enable Data Pipelines for Financial Summary Rollup To clone, customize, and run predefined Data Processing Engine definitions of the Financial Summary Rollup process type, turn on Data Pipelines in Setup.
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.
Periodically Run Data Processing Engine Definitions to Aggregate Financial Information To make sure that all recent record updates to Financial Services Cloud standard objects are accounted for, create schedule-triggered flows so that Data Processing Engine definitions are periodically run and you can view the latest updated summary rollup results.
Considerations for Using Financial Summary Rollup While setting up Financial Summary Rollup, keep in mind these considerations for cloning, customizing, and running predefined Data Processing Engine definitions.
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