We have regular bulk creations of tasks that are created on the financial account. We are trying to get the task to be on the financial account, but rollup to the household as well. I have confirmed all our standard rollup settings are marked to rollup objects and activities from the financial account to the person account and then to the household. But it is not working. Is there an automation or flow that is needed to make this happen?
#Financial Services Cloud
HI @Martin Dahlquist If the standard rollup settings are already enabled, no additional Flow is normally required. Activity rollups only work when the task is related through the expected relationship (for ex : the Related To (WhatId) points to the Financial Account and the Financial Account is correctly linked to the Person Account and Household). If tasks are being created in bulk through automation or an integration, verify that the WhatId and related records are populated correctly. If everything is configured correctly and the rollup still doesn't occur, it may be a limitation of how the tasks are being created or a product-specific issue worth checking in the debug logs or with Salesforce Support.