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            Create and Deploy Data Processing Engine Definitions to Compute Summary Rollups for Flexible Hierarchies

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            Create and Deploy Data Processing Engine Definitions to Compute Summary Rollups for Flexible Hierarchies

            Compute individual, child, and total rollup metrics for all the nodes in a hierarchy. To set up these calculations, create a Data Processing Engine definition or clone and customize the predefined Data Processing Engine definitions. To make sure that any recent updates to rollup metrics are accounted for, create schedule-triggered flows and run these definitions.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions
            User Permissions Needed
            To create or clone and customize Data Processing Engine definitions:

            Modify All Data

            AND

            Customize Application and Modify All Data system permissions

            AND

            Flexible Hierarchy Admin

            Assign users the required permissions for Data Processing Engine, and configure Data Cloud Runtime or CRM Analytics Runtime for your definitions. See Data Processing Engine Setup.

            Clone and Customize the Predefined Data Processing Engine Definitions to Compute Summary Rollups for Flexible Hierarchies

            The Flexible Hierarchies feature includes these predefined Data Processing Engine definitions that calculate metrics by using Data Cloud Runtime or CRM Analytics Runtime. Clone and customize these definitions to roll up opportunity amounts linked to account and contact nodes, or just to contact nodes.

            1. From Setup, in the Quick Find box, enter Data processing Engine, and then select Data processing Engine.
            2. Click the List View Controls button (List View Controls), and click New.
            3. Give a name to the list, specify the list API name, and save the list.
            4. Click Add Filter, and specify these values:
              • Field: Process Type
              • Operator: Equals
              • Value: Flexible Hierarchy
            5. Save the filter.
            6. View these predefined Data Processing Engine definitions.
              • Roll Up Account and Contact Opportunities with Data Cloud
              • Roll Up Contact Opportunities with Data Cloud
              • Roll Up Account and Contact Opportunities with CRM Analytics
              • Roll Up Contact Opportunities with CRM Analytics
              Access to these predefined definitions depends on Data Cloud Runtime and CRM Analytics Runtime availability.
            7. Click a Data Processing Engine definition that you plan to clone and customize.
            8. Click the arrow Dropdown Arrow next to Save, and select Save As.
            9. Specify the name, API name, and description, and save the definition.
              Note
              Note Provide meaningful names for Data Processing Engine definitions.
            10. Click the Filter Nodes for Hierarchy Type node, and enter the API name of the hierarchy type in the filter condition.
            11. Customize other nodes if needed.
            12. Save and activate the definition.
            13. Run the definition manually, or automate it using a schedule-triggered flow.

            Create a Data Processing Engine Definition to Compute Summary Rollups for Flexible Hierarchies

            Create a Data Processing Engine definition with Data Cloud Runtime or CRM Analytics Runtime to compute summary rollup metrics for hierarchy nodes. Activate the definition and run it.

            1. Create and activate a Data Processing Engine definition with Data Cloud Runtime or CRM Analytics Runtime. When creating a definition, keep these considerations in mind.
              • Select the process type as Flexible Hierarchy.
              • If you’ve selected Data Cloud Runtime, select the Dataspace that includes the Data Lake objects, and select the object type as Data Lake Object.
              • Make sure that you select Flexible Hierarchy Node Summary as the writeback object.
            2. Run the definition manually, or automate it using a schedule-triggered flow.
             
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