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            Rollups (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Rollups (Managed Package)

            Financial Services Cloud supports client- and group-level record rollups and rollup by lookup (RBL) rules.

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            • 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.
            • Rollup By Lookup Rules (Managed Package)
              Rollup By Lookup (RBL) rules aggregate your data at a high level. When you edit a financial account record or primary group membership, the RBL configuration updates the corresponding RBL client- and group-level summaries.
            • Record Rollups, Rollups By Lookup, and Data Loads (Managed Package)
              Control record rollups and rollups by lookup to maximize data load performance.
             
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