Rollup Definitions for Record Rollups in Financial Services Cloud
Use record rollup definitions to aggregate records from multiple objects or groups,
without installing the Financial Services Cloud managed package.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Important The standard Record Rollup Definitions feature is available in Salesforce
orgs without installing the Financial Services Cloud managed package. This is different from
the Record Rollups managed package feature, which is available to you after installing the
Financial Services Cloud managed package. For more information, see What’s the Difference Between Record Rollup in Managed
Package and the Standard Record Rollup?.
Record Rollup Definitions
Fragmented data across multiple objects makes it tough for business executives to
consolidate information and make informed decisions. Consolidating information from multiple
objects can be complex, as these objects aren’t always directly linked.
Use Record Rollup Definitions to streamline the aggregation of records from various objects
or groups. Additionally, use filters and join conditions in the record rollup definitions to
effectively and efficiently aggregate records between two objects. To show the record rollup
results in a clear and organized format, use the ShowRecordRollupResults component on a
rollup target object’s record details page. Business executives can make more informed and
precise decisions by using this comprehensive overview of the combined data.
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