Record Rollups versus Record Rollup Definitions
Key Takeaway
To show every member's related records on a household with no filtering, enable group-level rollups in managed package Record Rollups. To filter records or roll the same record up to several households, build a record rollup definition.
Agentforce Financial Services has two features that gather related records onto a client or household, so users can see them in one place. Managed package Record Rollups come with the Agentforce Financial Services managed package. Record Rollup Definitions are a standard feature that you configure yourself. Unlike managed package Record Rollups, Record Rollup Definitions support filter conditions and can roll up the same record to several households.
What a rollup does
A rollup aggregates data from related records, so users can view key information across many records at once. For example, a financial advisor can see the financial accounts of all members of a primary household.
The Record Rollups feature exists in the Agentforce Financial Services managed package. It also exists as a standard feature in the org, so you can use it without installing the managed package. Record Rollup Definitions are the standard counterpart to managed package Record Rollups.
Record Rollup Definitions are available in Agentforce Financial Services, Nonprofit Cloud and Public Sector Solutions. For example, in Public Sector Solutions a caseworker can use a record rollup definition to review the benefit applications of all members of a household.