When you enable record rollups at the group level, all corresponding records are stamped
with the Primary Group in the Household__c lookup field. As a result, the rolled up records are
displayed at the group level on the corresponding components or related lists.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
This is a Financial Services Cloud managed package feature.
From Setup, in the Quick Find box, enter Custom Settings, and then
select Custom Settings.
Click Manage next to Wealth Application Config.
Click Edit.
Select Enable Group Record Rollups.
Save your changes.
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