Explore the Predefined Data Processing Engine Definition for Flexible Hierarchy Summary Rollup
Explore a practical example of analyzing the predefined Data Processing Engine definition, Roll Up Account and Contact Opportunities With Data Cloud. Included with Flexible Hierarchies, this definition rolls up opportunity amounts linked to account and contact nodes.
Required Editions
Available in: Lightning Experience Available in: Unlimited and Agentforce Editions |
The predefined Data Processing Engine definition, Roll Up Account and Contact Opportunities With Data Cloud, automates the calculation of three key contribution metrics for every node in your hierarchy:
- Individual Contribution: Opportunities directly associated with the node's reference record, such as an account or contact.
- Child Contribution: Opportunities aggregated from all descendant nodes in the hierarchy, excluding the node's direct opportunities.
- Total Contribution: The sum of the individual contribution and child contribution, representing the complete opportunity value for the node and all its descendants.
Flexible Hierarchy views show the metrics stored in flexible hierarchy node summary records.
Consider the DreamHouse Realty hierarchy to analyze this predefined definition.
| ID | Name | Flexible Hierarchy ID | Reference Record | Path to Root |
|---|---|---|---|---|
| FHN001 | DreamHouse Realty | a0B5e000001xyZ | ACC003 | /FHN001 |
| FHN002 | DreamHouse Realty West Region | a0B5e000001xyZ | ACC004 | /FHN001/FHN002 |
| FHN003 | DreamHouse Realty West Region Logistics | a0B5e000001xyZ | ACC001 | /FHN001/FHN002/FHN003 |
| FHN004 | DreamHouse Realty West Region Residential Sales | a0B5e000001xyZ | ACC002 | /FHN001/FHN002/FHN004 |
| FHN005 | Carol Lee | a0B5e000001xyZ | CON001 | /FHN001/FHN005 |
| ID | Name |
|---|---|
| ACC001 | DreamHouse Realty West Region Logistics |
| ACC002 | DreamHouse Realty West Region Residential Sales |
| ACC003 | DreamHouse Realty |
| ACC004 | DreamHouse Realty West Region |
| ID | Name |
|---|---|
| CON001 | Carol Lee (Sales rep directly associated with the DreamHouse Realty head quarters) |
| ID | Name | Account ID | Contact ID | Opportunity Amount |
|---|---|---|---|---|
| OPP001 | DreamHouse Realty West Region Logistics Deal1 | ACC001 | NA | $10,000 |
| OPP002 | DreamHouse Realty West Region Logistics Deal2 | ACC001 | NA | $5,000 |
| OPP003 | DreamHouse Realty West Region Residential Sales Deal | ACC002 | NA | $8,000 |
| OPP004 | Carol's Deal | NA | CON001 | $3,000 |
| OPP005 | DreamHouse Realty Direct Deal | ACC003 | NA | $2,000 |
| OPP006 | DreamHouse Realty West Region Direct Deal | ACC003 | NA | $1,500 |
How the Predefined Data Processing Engine Definition Works
The predefined definition processes opportunity data through a series of joins, merges, and aggregations to ensure accurate rollup calculations across the hierarchy. The processing flow follows these stages:
Join Node: Join Opportunities and Accounts
Links opportunities to accounts by using the account ID, keeping only the opportunities linked to an account. This table lists the records resulting from the join operation.
| Opportunity ID | Opportunity Name | Opportunity Amount | Reference record ID | Reference Record Name |
|---|---|---|---|---|
| OPP001 | DreamHouse Realty West Region Logistics Deal1 | $10,000 | ACC001 | DreamHouse Realty West Region Logistics |
| OPP002 | DreamHouse Realty West Region Logistics Deal2 | $5,000 | ACC001 | DreamHouse Realty West Region Logistics |
| OPP003 | DreamHouse Realty West Region Residential Sales Deal | $8,000 | ACC002 | DreamHouse Realty West Region Residential Sales |
| OPP005 | DreamHouse Realty Direct Deal | $2,000 | ACC003 | DreamHouse Realty |
| OPP006 | DreamHouse Realty West Region Direct Deal | $1,500 | ACC004 | DreamHouse Realty West Region |
Join Node: Join Opportunities and Contacts
Links opportunities to contacts using the contact ID, keeping only the opportunities linked to a contact. This table lists the records resulting from the join operation.
| Opportunity ID | Opportunity Name | Opportunity Amount | Reference Record ID | Reference Record Name |
|---|---|---|---|---|
| OPP004 | Carol's Deal | $3,000 | CON001 | Carol Lee |
Append Node: Merge Opportunities
Combines opportunity data from account and contact nodes.
| Opportunity ID | Opportunity Name | Opportunity Amount | Reference Record ID | Reference Record Name |
|---|---|---|---|---|
| OPP001 | DreamHouse Realty West Region Logistics Deal1 | $10,000 | ACC001 | DreamHouse Realty West Region Logistics |
| OPP002 | DreamHouse Realty West Region Logistics Deal2 | $5,000 | ACC001 | DreamHouse Realty West Region Logistics |
| OPP003 | DreamHouse Realty West Region Residential Sales Deal | $8,000 | ACC002 | DreamHouse Realty West Region Residential Sales |
| OPP004 | Carol's Deal | $3,000 | CON001 | Carol Lee |
| OPP005 | DreamHouse Realty Direct Deal | $2,000 | ACC003 | DreamHouse Realty |
| OPP006 | DreamHouse Realty West Region Direct Deal | $1,500 | ACC004 | DreamHouse Realty West Region |
Join Node: Join Opportunities and Hierarchy Nodes
The merged opportunity dataset is joined to Flexible Hierarchy Node records based on the reference record. Each opportunity is now associated with its corresponding hierarchy node. For example, opportunities on DreamHouse Realty West Region Logistics are mapped to the corresponding node in the hierarchy.
| Flexible Hierarchy Node ID | Opportunity ID | Opportunity Amount | Reference Record ID |
|---|---|---|---|
| FHN001 | OPP005 | $2,000 | ACC003 |
| FHN002 | OPP006 | $1,500 | ACC004 |
| FHN003 | OPP001 | $10,000 | ACC001 |
| FHN003 | OPP002 | $5,000 | ACC001 |
| FHN004 | OPP003 | $8,000 | ACC002 |
| FHN005 | OPP004 | $3,000 | CON001 |
Join Node: Cross Join Hierarchy Nodes
Creates all possible parent-child node pairs, then validates these relationships using the PathToRoot field on each node.
| Parent ID | Parent Node Name | Parent Reference Record | Child Node ID | Child Node Name | Child Node PathToRoot | Child Node Reference Record |
|---|---|---|---|---|---|---|
| FHN001 | DreamHouse Realty | ACC003 | FHN001 | DreamHouse Realty | /FHN001 | ACC003 |
| FHN001 | DreamHouse Realty | ACC003 | FHN002 | DreamHouse Realty West Region | /FHN001/FHN002 | ACC004 |
| FHN001 | DreamHouse Realty | ACC003 | FHN003 | DreamHouse Realty West Region Logistics | /FHN001/FHN002/FHN003 | ACC001 |
| FHN001 | DreamHouse Realty | ACC003 | FHN004 | DreamHouse Realty West Region Residential Sales | /FHN001/FHN002/FHN004 | ACC002 |
| FHN001 | DreamHouse Realty | ACC003 | FHN005 | Carol Lee | /FHN001/FHN005 | CON001 |
| FHN002 | DreamHouse Realty West Region | ACC004 | FHN001 | DreamHouse Realty | /FHN001 | ACC003 |
| FHN002 | DreamHouse Realty West Region | ACC004 | FHN002 | DreamHouse Realty West Region | /FHN001/FHN002 | ACC004 |
| FHN002 | DreamHouse Realty West Region | ACC004 | FHN003 | DreamHouse Realty West Region Logistics | /FHN001/FHN002/FHN003 | ACC001 |
| FHN002 | DreamHouse Realty West Region | ACC004 | FHN004 | DreamHouse Realty West Region Residential Sales | /FHN001/FHN002/FHN004 | ACC002 |
| FHN002 | DreamHouse Realty West Region | ACC004 | FHN005 | Carol Lee | /FHN001/FHN005 | CON001 |
Filter Node: Filter Invalid Relationships
Removes node pairings that don't meet the child-to-parent relationship. It checks if a node
meets this relationship, sets the Valid field to 1, and keeps only those valid records. A
child node is a descendant of a parent node if the child node's PathToRoot contains the
parent node's ID. For example, if the DreamHouse Realty node (FHN001) has a path of
/FHN001 and the West Region node (FHN002) has a path of
/FHN001/FHN002, FHN002 is a child of FHN001 because its path contains the
parent's reference.
| Parent ID | Child ID | Valid |
|---|---|---|
| FHN001 | FHN002 | 1 |
| FHN001 | FHN003 | 1 |
| FHN001 | FHN004 | 1 |
| FHN001 | FHN005 | 1 |
| FHN002 | FHN003 | 1 |
| FHN002 | FHN004 | 1 |
Append Node: Combine Opportunity-Linked Nodes and Valid Opportunities
Roll up child opportunities to parent nodes. By using the validated parent-child relationships, the definition maps each child node's opportunities to its parent nodes. This creates a dataset where parent nodes are associated with all opportunities from their descendants. For example, the DreamHouse Realty node now includes opportunities from the DreamHouse Realty West Region, DreamHouse Realty West Region Logistics, DreamHouse Realty West Region Residential Sales, and Carol Lee node.
| Flexible Hierarchy Node ID | Opportunity ID | Amount | Reference Record ID |
|---|---|---|---|
| FHN001 | OPP006 | $1,500 | ACC004 |
| FHN001 | OPP001 | $10,000 | ACC001 |
| FHN001 | OPP002 | $5,000 | ACC001 |
| FHN001 | OPP003 | $8,000 | ACC002 |
| FHN001 | OPP004 | $3,000 | CON001 |
| FHN002 | OPP001 | $10,000 | ACC001 |
| FHN002 | OPP002 | $5,000 | ACC001 |
| FHN002 | OPP003 | $8,000 | ACC002 |
Filter Node: Filter Duplicate Node Opportunities for Child Aggregate Calculation
Filters hierarchy node records to retain only unique opportunities in the hierarchy lineage to prevent double-counting for the child aggregate value. Each opportunity is counted only once per node, even if it could be rolled up through multiple paths. The deduplication logic creates a unique identifier for each node-opportunity pair and keeps only the first occurrence. If an opportunity is associated with multiple nodes, for example, if OPP006 is associated with both Dreamhouse Realty and the West region, the filter counts it only once per node.
| Flexible Hierarchy Node ID | Opportunity ID | Amount | Reference Record ID |
|---|---|---|---|
| FHN001 | OPP006 | $1,500 | ACC004 |
| FHN001 | OPP001 | $10,000 | ACC001 |
| FHN001 | OPP002 | $5,000 | ACC001 |
| FHN001 | OPP003 | $8,000 | ACC002 |
| FHN001 | OPP004 | $3,000 | CON001 |
| FHN002 | OPP001 | $10,000 | ACC001 |
| FHN002 | OPP002 | $5,000 | ACC001 |
| FHN002 | OPP003 | $8,000 | ACC002 |
Filter Node: Filter Duplicate Node Opportunities for Total Value Calculation
Filters hierarchy node records to retain only unique opportunities in the hierarchy lineage to prevent double-counting for the total value.
| Flexible Hierarchy Node ID | Opportunity ID | Amount | Reference Record ID |
|---|---|---|---|
| FHN001 | OPP006 | $1,500 | ACC004 |
| FHN001 | OPP001 | $10,000 | ACC001 |
| FHN001 | OPP002 | $5,000 | ACC001 |
| FHN001 | OPP003 | $8,000 | ACC002 |
| FHN001 | OPP004 | $3,000 | CON001 |
| FHN001 | OPP005 | $2,000 | ACC003 |
| FHN002 | OPP001 | $10,000 | ACC001 |
| FHN002 | OPP002 | $5,000 | ACC001 |
| FHN002 | OPP003 | $8,000 | ACC002 |
| FHN002 | OPP006 | $1,500 | ACC004 |
| FHN003 | OPP001 | $10,000 | ACC001 |
| FHN003 | OPP002 | $5,000 | ACC001 |
| FHN004 | OPP003 | $8,000 | ACC002 |
| FHN005 | OPP004 | $3,000 | CON001 |
Aggregate Node: Aggregate Node Contribution
Calculates the sum of opportunity amounts for each individual node.
| Flexible Hierarchy Node ID | Individual Contribution |
|---|---|
| FHN001 | $2,000 |
| FHN002 | $1,500 |
| FHN003 | $15,000 |
| FHN004 | $8,000 |
| FHN005 | $3,000 |
Aggregate Node: Aggregate Child Node Contribution
Calculates the sum of unique opportunity amounts for account or contact child nodes, excluding the node's individual contribution.
| Flexible Hierarchy Node ID | Child Node Contribution |
|---|---|
| FHN001 | $27,500 |
| FHN002 | $23,000 |
Aggregate Node: Aggregate Total Node Contribution
Calculates the sum of unique opportunity amounts for account or contact child nodes, including the node's individual contribution.
| Flexible Hierarchy Node ID | Child Node Contribution |
|---|---|
| FHN001 | $29,500 |
| FHN002 | $24,500 |
| FHN003 | $15,000 |
| FHN004 | $8,000 |
| FHN005 | $3,000 |
Append Node: Append Rollup Data
Combines individual, child, and total contribution aggregates. The right outer join in the Append Rollup Data Node makes sure that all nodes includes summary records, even nodes with zero contributions.
| Flexible Hierarchy Node ID | Node Value | Child Aggregate Value | Total Value |
|---|---|---|---|
| FHN001 | $2,500 | $27,500 | $29,000 |
| FHN002 | $1,500 | $23,000 | $24,500 |
| FHN003 | $15,000 | $0 | $15,000 |
| FHN004 | $8,000 | $0 | $8,000 |
| FHN005 | $3,000 | $0 | $3,000 |
Formula Node: Format Node Contributions and Measures
Sets null hierarchy node contributions to zero and assigns the appropriate measure type and unit for the rollup metrics.
| Flexible Hierarchy Node ID | Node Value | Child Aggregate Value | Total Value | Measure Type | Measure Unit |
|---|---|---|---|---|---|
| FHN001 | $2,500 | $27,500 | $29,000 | Account and Contact Opportunities | Currency |
| FHN002 | $1,500 | $23,000 | $24,500 | Account and Contact Opportunities | Currency |
| FHN003 | $15,000 | $0 | $15,000 | Account and Contact Opportunities | Currency |
| FHN004 | $8,000 | $0 | $8,000 | Account and Contact Opportunities | Currency |
| FHN005 | $3,000 | $0 | $3,000 | Account and Contact Opportunities | Currency |
Writeback Node: Create Node Summary
Inserts new summary records for hierarchy nodes.
| Flexible Hierarchy Node ID | Node Value | Child Aggregate Value | Total Value | Node Measure Type | Node Measure Unit |
|---|---|---|---|---|---|
| FHN001 | $2,500 | $27,500 | $29,000 | Account and Contact Opportunities | Currency |
| FHN002 | $1,500 | $23,000 | $24,500 | Account and Contact Opportunities | Currency |
| FHN003 | $15,000 | $0 | $15,000 | Account and Contact Opportunities | Currency |
| FHN004 | $8,000 | $0 | $8,000 | Account and Contact Opportunities | Currency |
| FHN005 | $3,000 | $0 | $3,000 | Account and Contact Opportunities | Currency |
Key Insights
- Leaf nodes (FHN003, FHN004, FHN005) contain only an individual contribution.
- Parent nodes (FHN001, FHN002) aggregate contributions from their child nodes.
- The PathToRoot field enables hierarchical rollups without explicit parent-child relationships.
- Deduplication prevents double-counting opportunities that appear at multiple hierarchy levels.
