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            Set Up API Record Aggregation Using Rollup Definitions

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            3. Financial Services Cloud Admin Guide

            Set Up API Record Aggregation Using Rollup Definitions

            To set up an API record aggregation using a Rollup Definitions, complete these steps.

            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

            To set up a rollup definition, complete the steps.

            1. Editions and Permissions for Rollup Definitions.
            2. Assign Permission Sets for Rollup Definitions.
            3. Assign Object Permissions for Rollup Definitions.
            4. Create a Record Rollup Definition and Sync the Definition Details.
            5. Run Rollup Definitions Periodically by using Scheduled-Triggered Flows.
             
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