Enable Roll Up of Activities to a Contact’s Primary Account

Rolling up activities can skew reporting. For example, if a user logs an activity against a contact referencing a related account, the activity shows up and counts against the contact’s primary account. The report shows the activity for the primary account even though that specific account had nothing to do with the interaction. Therefore, we recommend deselecting this option.

Note To roll up activities, enable shared activities first.

When you change the roll up activities setting, only new activities are affected. Existing activities are only affected if they’re updated in a way that causes the roll up to be recalculated, such as when an activity is closed.