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            Extra Steps to Enable Rollups for Opportunities, Policies, Claims, and Referrals (Managed Package)

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            Extra Steps to Enable Rollups for Opportunities, Policies, Claims, and Referrals (Managed Package)

            Not all objects are set up for group-level rollups by default. If you don’t see related lists for insurance-related objects, cases, opportunities, or referrals, add picklist values to the Rollup__c field on the Account Contact Relationship object.

            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.

            • In new orgs with Insurance for Financial Services Cloud, the Rollup__c field on the Account Contact Relationship object includes the insurance-related picklist values. However, if you’re configuring Insurance for Financial Services Cloud in an existing org, perform these steps to add the picklist values.
            • To show all Primary Group member cases on a related list at the group level, add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
            • To show all Primary Group member opportunities on a related list at the group level, add Opportunities as a picklist value to the Rollup__c field on Account Contact Relationship.
            • To show all Primary Group member referrals on a related list at the group level, add Referrals as a picklist value to the Rollup__c field on Account Contact Relationship.
            1. From Setup, open Object Manager.
            2. In the Quick Find box, enter Account Contact Relationship, and then select Account Contact Relationship.
            3. Click Fields & Relationships, and then select Roll-Ups.
            4. Under Values, click New.
            5. In the Roll-Ups field, enter these picklist values. Enter each value on its own line.
              • Cases
              • Claims
              • Claim Participants
              • Insurance Policies
              • Insurance Policy Participants
              • Opportunities
              • Referrals
            6. Save your changes.
             
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