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            Add the Installed Record Rollup Definitions to the Data Processing Engine

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            Add the Installed Record Rollup Definitions to the Data Processing Engine

            Add the installed record rollup definitions to a schedule-triggered flow. The Data Processing Engine uses with active record rollup definitions to get the aggregated records. To ensure that any recent updates are accounted for, add the installed record rollup definitions to the schedule-triggered flows and run the active record rollup definitions periodically.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure Household API Setup:

            Financial Services Cloud Extensions

            To generate a Data Processing Engine definition for record aggregation: Record Aggregation Access

            Make sure these rollup definitions are installed: Financial holdings for members of a household, Financial accounts for members of a household, Assets and liabilities for members of a household, and Members of a household.

            1. From Setup, in the Quick Find box, enter Flows, select Flows and then click New.
            2. In the New Flow window, select Schedule-Triggered Flow, and click Create.
            3. In the Start element, click Set Schedule.
            4. In the Set a Schedule window, enter a start date, start time, and frequency , , and then close the Set a Schedule window.
            5. Add the Action element to the canvas.
            6. In the Category section, select All.
            7. For Action, select Run Record Aggregation Batch Processing Definition.
              1. Enter an API name and a label for the Action element.
              2. (Optional) Enter a description.
            8. For Execution Reference ID, enter the ID of the Data Processing Engine definition that you generated. Alternatively, enter the ID of the Record Aggregation Definition component that you deployed.
            9. Click Done and Save.
            10. Enter a name for the flow and click Activate. The definition runs based on the schedule you set. After the definition runs, track its progress and status by using Monitor Workflow Services.

            See Also

             
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