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Perform Rollup-by-Lookup Calculations Faster with Data Processing Engine (Managed Package)
Switch to the enhanced Rollup-by-Lookup (RBL) framework and use the superior processing power of CRM Analytics for faster calculation of RBL rules. The RBL framework lets you convert your existing RBL rules into Data Processing Engine definitions. These high-performance definitions significantly reduce the processing time to aggregate financial information. With Data Processing Engine, you have greater flexibility when defining or modifying RBL rules. For example, you can add multiple data sources, define joins and appends, and add formulas to your rules.
This is a Financial Services Cloud managed package feature.
Note Data Processing Engine isn't available in Government Cloud and Government Cloud
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- Enable the RBL Using Data Processing Engine Framework (Managed Package)
To enable the new Rollup-by-Lookup (RBL) framework in your Salesforce org, enable the RBL Using Data Processing Engine setting. After you enable the new RBL framework, you can’t create, update, or delete any RBL rules in the old framework. - Convert RBL Rules into Data Processing Engine Definitions (Managed Package)
Convert your existing RBL rules into Data Processing Engine definitions for faster calculations. - Manage Data Processing Engine Definitions (Managed Package)
After the Rollup-by-Lookup (RBL) rules are converted to Data Processing Engine definitions, you can view or edit them in Data Processing Engine. - Run Data Processing Engine Definitions (Managed Package)
You can run Data Processing Engine definitions in many ways. For example, you can use a flow, REST API, or Apex trigger. Use Monitor Workflow Services to track the progress and status of a definition run. - Best Practices for Faster Processing (Managed Package)
Before you run Data Processing Engine definitions, understand the best practices.
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