Configure Record Rollups

Learning Objectives

After completing this module, you’ll be able to:

  • Enable group record rollups.
  • Enable rollups for opportunities, policies, claims, and referrals.
  • Define rollup settings for objects.
  • Optimize record rollup performance.

Overview

In this module, we assume you are a Financial Services Cloud admin with the proper permissions to complete the step-by-step instructions that follow. If you’re not an admin for Financial Services Cloud, that’s OK. Read along to learn how your admin would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. Financial Services Cloud isn’t available in the Trailhead Playground.

Let’s follow the Cumulus admin, Matt, as he sets things up. To get started, Matt enables group record rollups. Next, he enables rollups for opportunities, policies, claims, and referrals. Then, he defines rollup settings for objects. Finally, he tweaks settings to optimize record rollup performance. Here’s how he accomplishes these tasks.

Enable Group Record Rollups

When Matt enables 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.

Note

Note


Household stamping occurs in real-time in response to triggers. Batch processing occurs periodically.

  1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
  2. Click Manage next to Wealth Application Config.
  3. Click Edit.
  4. Select Enable Group Record Rollups.
  5. Save your changes.

Enable Rollups for Opportunities, Policies, Claims, and Referrals

Not all objects are set up for group-level rollups by default. If you don’t see related lists for insurance-related objects, cases, opportunities, or referrals, add picklist values to the Rollup__c field on the Account Contact Relationship object.

In new orgs with Insurance for Financial Services Cloud, the Rollup__c field on the Account Contact Relationship object includes the insurance-related picklist values. However, if you’re configuring Insurance for Financial Services Cloud in an existing org, perform the following steps to add the picklist values.

To show all Primary Group member cases on a related list at the group level, add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

To show all Primary Group member opportunities on a related list at the group level, add Opportunities as a picklist value to the Rollup__c field on Account Contact Relationship.

To show all Primary Group member referrals on a related list at the group level, add Referrals as a picklist value to the Rollup__c field on Account Contact Relationship.

  1. From Setup, open Object Manager.
  2. In the Quick Find box, enter Account Contact Relationship, and then select Account Contact Relationship.
  3. Click Fields & Relationships, and then select Roll-Ups.
  4. Under Values, click New.
  5. In the Roll-Ups field, enter these picklist values. Enter each value on its own line.
    • Cases
    • Claims
    • Claim Participants
    • Insurance Policies
    • Insurance Policy Participants
    • Opportunities
    • Referrals
  6. Save your changes.

Define Rollup Settings for Objects

Matt learns that performing rollups in batches optimizes the record rollups at the household level for Cumulus. He uses the new Record Rollup Configuration custom setting to configure various rollup settings for each object individually. For example, he defines a batch size to limit the number of records in each batch. When he runs the batch job to roll up records, these settings improve the batch job’s performance.

  1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
  2. Click Manage next to Record Rollup Configuration.
  3. Click New to add an object and define rollup settings for the object.
    Repeat this step to add the objects that you want to define these settings for.
  4. Save your changes.

Optimize Record Rollup Performance

Matt uses Optimize Record Rollups to optimize record rollup performance.

  1. From Setup, in the Quick Find box, enter General Settings, and then select General Settings under Financial Services.
  2. Enable Record Rollup Optimization.

Record Rollups vs. Rollup-by-Lookup

So far, we’ve seen how record rollups aggregate information from related records for a number of objects in Financial Services Cloud. Client-level records are aggregated by default; no setup is required. You can enable group-level rollups to aggregate related records for all primary group members.

On the other hand, Rollup By Lookup (RBL) rules aggregate your data at a high level. When you edit a financial account record or primary group membership, the RBL configuration updates the corresponding RBL client and group-level summaries.

RBL rules are available only for Assets and Liabilities, Claims, Financial Accounts, Financial Account Roles, Insurance Policies, and Revenues objects.

That’s It, Folks!

And just like that, Matt set up and configured record rollups in Financial Services Cloud. Thanks to Matt’s wizardry with Financial Services Cloud, wealth managers like Ryan gain a holistic view of customers and their financials. Ryan now uses rollup summaries to aggregate a customer’s financial accounts, assets, and liabilities for each individual customer.

Ryan also gathers insights around relationships. Multiple individuals’ totals can be summarized at the Relationship Group level so Ryan can view summary financial information for both Rachel Adams and her husband, Nigel Adams, and any other related family-estate assets. 

Finally, Ryan can also take action from up-to-date insights. Changes made to a customer’s financial picture are automatically reflected at every level of the hierarchy. And thus, Cumulus may have achieved the ultimate goal of client servicing: personalization par excellence.

Resources

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