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            Add Picklist Values to Node Measure Type

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            3. Financial Services Cloud Admin Guide

            Add Picklist Values to Node Measure Type

            To configure summary rollup metrics, add picklist values to the Node Measure Type field on the Flexible Hierarchy Node Summary object according to your business requirements. A node measure type indicates the categories that your hierarchy summarizes, such as total account balance or total opportunities.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions
            User Permissions Needed
            To add picklist values to the Node Measure Type field:

            Flexible Hierarchy Admin

            AND

            Customize Application permission
            Identify the node measure types required to configure summary rollup metrics for hierarchy nodes, and add these measure types as the picklist values to the Node Measure Type field of the Flexible Hierarchy Node Summary object.
             
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            Salesforce Help | Article