View Summary Rollup Results
View summary rollup results on a record details page in a clear and organized format.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To view summary rollup results | Omnistudio User permission set AND 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 |
-
From App Launcher, select either Party Relationship Groups or
Accounts.
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 record.
- To view the summary rollup results in a clear and organized format, click the relevant tab.
Did this article solve your issue?
Let us know so we can improve!
