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            Enable Summary Rollup in Flexible Hierarchies

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            3. Financial Services Cloud Admin Guide

            Enable Summary Rollup in Flexible Hierarchies

            Turn on Flexible Hierarchies Summary Rollup to configure rollup metrics that aggregate values across a nested hierarchy to compute individual, child, and total values.

            Required Editions

            Available in: Lightning Experience

            Available in: Unlimited and Agentforce Editions
            User Permissions Needed
            To turn on Flexible Hierarchies:

            Customize Application

            AND

            View Setup and Configuration

            The Flexible Hierarchies Summary Rollup feature uses Data Processing Engine definitions with Data Cloud Runtime or CRM Analytics Runtime to perform high-volume computations in the background. Enabling this feature also provides two predefined definitions that you can clone and customize according to your business requirements. Configure metric types for specific node objects so that end users can view the calculated values directly in the hierarchy context.

            1. From Setup, in the Quick Find box, find, and select Salesforce Go.
            2. On the home page, search and select Flexible Hierarchies.
            3. Make sure that the Flexible Hierarchies is turned on, and the basic setup is completed.
            4. Go to the Unlock Advanced Functionality section, and turn on Flexible Hierarchies Summary Rollup.
             
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