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Rollup Definitions for Record Rollups
View Record Rollup Results

View Record Rollup Results

View record rollup results in a clear and organized format on the record details page of a rollup target object.

Required Editions

Available in: Lightning Experience
Available in: Financial Services Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
User Permissions Needed
To view record rollup results:

Record Aggregation Access permission

AND

OmniStudio User permission set

  1. From the App Launcher, select the rollup target object.
    For example, in your record rollup definition, if you specified Party Relationship Group as the rollup target object, then select Party Relationship Group.
  2. Click the record.
  3. To view the record rollup results in a clear and organized format, click the relevant tab.
  4. To refresh the rollup results instantly, click Refresh.
    The Refresh option is visible only if on-demand record rollup is enabled in your org and the relevant record rollup definitions are configured for on-demand record rollup.
 
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