Custom household aggregates with delivered rollup tooling
Key Takeaway
Build custom household aggregates with delivered rollup tools. Use a Record Rollup Definition to list members' records on a household page. In a managed package org, convert the existing Rollup By Lookup (RBL) rules into Data Processing Engine definitions, because Salesforce doesn't recommend or support creating or customizing RBL rules.
Agentforce Financial Services includes rollup tools that gather data from related records up to a household or an individual client, so relationship managers see one combined view. Record Rollup Definitions bring related records onto a target record, such as all cases or financial accounts of household members. Financial Summary Rollup calculates financial totals, such as total investment value. Both tools run through Data Processing Engine on a schedule. The managed package has its own version of each tool.
Standard and managed package versions
Each kind of rollup comes in two versions. The standard version works without installing the Agentforce Financial Services managed package. The managed package version is part of that package.
| Standard feature | Managed package feature | |
|---|---|---|
| Gather related records | Record Rollup Definitions | Record Rollups |
| Calculate financial totals | Financial Summary Rollup | Rollup By Lookup (RBL) rules |
Financial Summary Rollup aggregates data from the standard Agentforce Financial Services objects. RBL rules aggregate data from the managed package objects.