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Record Rollups (Managed Package)
Record rollups aggregate information from related records for a number of objects in Financial Services Cloud at a client- or group-level. Client-level records are aggregated by default; no setup is required. Enable group-level rollups to aggregate related records for all primary group members.
Important This feature is available in Salesforce orgs that have installed the
Financial Services Cloud managed package. This is different from the standard Rollup Definitions for Record Rollups feature, which can be
accessed without installing the managed package.
When you enable record rollups at the group level, all corresponding records are stamped with the Primary Group in the Household__c lookup field. As a result, these records are displayed at the group level on the corresponding components or related lists.
Important Don’t change the Household__c field. Any change to this field can cause
inconsistent group-level rollups.
Group-level rollups are supported for all primary members.
| Object | Where to View | Type |
|---|---|---|
| Financial Account | Financial Account List, Financial Account Role, Bank Account, Investment Account, Insurance Policy | Component |
| Financial Goals | Financial Goal | Component |
| Assets and Liabilities | Assets and Liabilities | Component |
| Referrals | Referrals Expressed Interest List, Referrals Made List | Component |
| Events | Activities | Related List |
| Tasks | Activities | Related List |
| Opportunities | Household Opportunities | Related List |
| Case | Household Cases | Related List |
| Claim | Household Claims | Related List |
| Claim Participant | Household Claim Participants | Related List |
| Insurance Policy | Household Insurance Policies | Related List |
| Insurance Policy Participant | Household Insurance Policy Participants | Related List |
- Enable Group Record Rollups (Managed Package)
When you enable record rollups at the group level, all corresponding records are stamped with the Primary Group in the Household__c lookup field. As a result, the rolled up records are displayed at the group level on the corresponding components or related lists. - 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. - Define Rollup Settings for Objects (Managed Package)
For faster record rollups at the household level when performing rollups in batches, use the Record Rollup Configuration custom setting to configure various rollup settings for each object individually. For example, you can define a batch size to limit the number of records in each batch. When you run the batch job to roll up records, these settings help improve the performance of the batch job. - Optimize Record Rollup Performance (Managed Package)
Use Optimize Record Rollups to optimize record rollup performance. - Optimize Record Rollup Triggers in Financial Services Cloud (Managed Package)
Use optimized code to improve Before Insert and Before Update record rollup trigger performance. - Record Rollup Batch Jobs (Managed Package)
Record rollups populate the household on the records that are associated with members of a household. You can perform record rollups in real time (through triggers) or in batches using batch jobs.
See Also
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