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          Use Run Rules to Recalculate Rollups by Lookup (Managed Package)

          Use Run Rules to Recalculate Rollups by Lookup (Managed Package)

          Use Run Rules on the Rollup By Lookup Configurations tab to run recalculations.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions

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

          Note
          Note To recalculate rollup summaries for a small subset of data, either modify the underlying Financial Accounts or modify the Account Contact Relationship.

          To recalculate the RBL summaries from the UI.

          1. From the App Launcher, find and select Rollup By Lookup Configurations.
          2. Change the list view to All.
          3. Click List View Controls gear icon.
          4. Click Select Fields to Display.
          5. Under Available Fields, select Active, and add the selected field to Visible Fields.
          6. Save your changes.
          7. Select RBL rule(s) to be re-calculated from the list view.
            Note
            Note Note: Activate RBL rules before you run them.
          8. Click Run Rules.
           
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