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Record Rollup Definitions Basics
Get to know rollup objects, join conditions, and filter conditions, which are the key elements of a record rollup definition.
Required Editions
| Available in: Lightning Experience |
| Available in: Financial Services Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
Use Record Rollup Definitions to streamline the aggregation of records from various objects or groups. Use record rollup to get a consolidated view of data so that your business executives can make accurate decisions more easily and quickly.
Use record rollup definitions to:
- Help financial advisors view financial information, such as financial accounts of all the members of a primary household.
- Help caseworkers review benefit applications of all the members of a household by determining their eligibility.
Learn the basic building blocks of record rollup definitions to create robust definitions tailored for your business needs.
Rollup Objects
To define a record rollup definition, you must have at least two objects, a rollup source object and a rollup target object. You can aggregate records from the specified rollup source object into the specified rollup target object. However, you can specify the link from source object to target object via join fields with other objects. For example, as a financial advisor, if you want to view all the cases associated with a household, you can specify these rollup objects in the record rollup definition:
- Rollup source object: Case
- Rollup target object: Party Relationship Group (used to represent a household)
- Intermediate object 1: Account Contact Relation
Filter Conditions
When you set up a record rollup definition, use filter conditions to specify the records that you want to include in the rollup. For example, to roll up only high priority cases associated with a specific household, use the priority field on the Case object to define this filter condition. Use filter conditions to easily narrow down the records from rollup objects and more accurately define the record rollup definitions. With filter conditions, you can focus on the most relevant data, and make your rollup process more efficient and effective.
Join Conditions
Use a join condition to aggregate data from two objects. For example, when you set up a record rollup definition to aggregate cases linked to a household, the Account Contact Relation object serves as a link between Case and Party Relationship Group objects. Consider these join conditions for these objects:
- To aggregate records to the Party Relationship Group object from the Account Contact Relation object, use AccountId as the join field.
- To aggregate records to the Account Contact Relation object from the Case object: Use ContactId as the join field.
