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            Configure Summary Rollup Metrics for Flexible Hierarchies

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            3. Financial Services Cloud Admin Guide

            Configure Summary Rollup Metrics for Flexible Hierarchies

            Create summary rollup metrics for a hierarchy type by using relevant node measure types. This node measure type determines the category that you want to summarize, such as total account balance or total opportunities.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions
            User Permissions Needed
            To create a rollup metric for a node:

            Flexible Hierarchy Admin

            AND

            Customize Application

            AND

            View Setup and Configuration
            1. Make sure that you have added picklist values to the Node Measure Type field on the Flexible Hierarchy Node Summary object.
            2. From Setup, in the Quick Find box, enter Flexible Hierarchies, and select Flexible Hierarchy Setup.
            3. Click a hierarchy type where you want to configure rollup metrics.
            4. To create summary rollup metrics:
              1. In the Summary Rollup Metrics section, click New.
              2. Enter a metric name and description.
                Enter a meaningful metric name and description to help users easily identify it. The name appears on the hierarchy node to show rollup values, such as total closed opportunities.
              3. Select a node measure type.
              4. Optionally, select the metric as Primary. If you select it, this metric is shown directly on the node without a side panel in the Graph view.
            5. Save the changes.
             
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