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Record Rollups, Rollups By Lookup, and Data Loads (Managed Package)
Control record rollups and rollups by lookup to maximize data load performance.
This is a Financial Services Cloud managed package feature.
- Manage Rollups to Accelerate Data Loads (Managed Package)
Changes made through the user interface to a single Financial Account or Account Contact Relationship membership record trigger immediate RBL updates. Changes made via bulk operations or the Group Builder queue the updates which means that data loads more slowly when rollups and RBL are enabled. Before initiating insert or update operations, you can disable rollups to speed up data loading. You can control whether rollup-by-lookup rules or record rollups are queried and calculated for your org or for a specific profile or user. - Force Rollup By Lookup Recalculations (Managed Package)
You can recalculate the RBL rules for your organization from the UI or by using Apex code.
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