Rollups
Aggregate data from related records. The Rollups feature helps your users to easily view and analyze key information across multiple records, providing a comprehensive overview of data.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
The Record Rollups and the Rollup By Look (RBL) Rules features are available to you in both the Financial Services Cloud managed package and as a standard feature in your org without installing the managed package. Review these essential details about these features here:
What’s the Difference Between Record Rollup in Managed Package and the Standard Record Rollup?
| Record Rollups (Managed Package) | Record Rollup Definitions |
|---|---|
| You can aggregate information from related records for multiple objects at a client or group level. As a result, there’s tight coupling between the person account and household use cases. | You can aggregate records from multiple objects or groups. |
| A record can be associated with only a single household. This restriction prevents the aggregation of the record to multiple households. | You can roll up the same record to multiple households. |
| You can’t specify filter conditions to filter specific records from an object. | You can specify one or more filter conditions to filter records from an object in the record rollup definition. |
| For more information about the feature, see Rollups. | For more information about the feature, see Rollup Definitions for Record Rollups in Financial Services Cloud. |
What’s the Difference Between Rollup By Look Rules (Summary Rollup) in Managed Package and the Standard Financial Summary Rollup?
| Rollup By Look Rules (Managed Package) | Financial Summary Rollup |
|---|---|
| Aggregates financial information from the Financial Services Cloud managed package objects at a household or client level. | Aggregates financial information from the Financial Services Cloud standard objects at a household or client level. |
| Includes 52 RBL rules that are used to compute various numerical aggregate values related to customer's financial information. You can clone and customize these rules according to your business requirements. Additionally, you can convert these RBL rules into Data Processing Engine definitions for faster calculations. | Includes 8 predefined Data Processing Engine definitions that are used to compute various numerical aggregate values related to customer's financial information. You can clone and customize these definitions according to your business requirements. |
| For more information about the feature, see Rollup By Lookup Rules (Managed Package). | For more information about the feature, see Financial Summary Rollup. |
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