Protecting rollup and calculated fields during financial data loads
Key Takeaway
Don't load values that Agentforce Financial Services calculates. Turn rollups off to speed up insert and update loads, then restore them with GroupAssignmentBatchable and RunRBLBatchable, but keep rollups on for Financial Account deletes.
Agentforce Financial Services calculates many values for you, such as client and household totals rolled up from financial accounts and other related records. During a data migration, you protect those values in two ways. First, you don't load data that overwrites calculated fields. Second, you manage the rollup engine so bulk loads run fast and the rollups are restored correctly afterward.
What rollups calculate
Rollups aggregate data from related records so users can see key information across many records in one place. Record Rollups aggregate related records at a client or group level. Rollup By Lookup (RBL) rules compute numerical aggregate values about a customer's financial information.