Activity roll-up to related accounts
Key Takeaway
The Related To field is the main driver of activity roll-up. An account's last activity date comes from the activities that roll up to it through that field.
A task or event can appear on, and count toward, an account even when a user logged it against a contact, opportunity or other related record. Activity roll-up is how Salesforce decides which account an activity belongs to. That decision controls where the activity shows up and how Salesforce sets the account's last activity date.
What decides which account an activity rolls up to
Four things decide which account an activity rolls up to:
- The Related To field
- The Name field
- The Shared Activities setting
- Whether the "Roll up activities to a contact's primary account" setting is enabled
The Related To field is the main driver. The account depends on what the field points to:
| If Related To is | The activity rolls up to |
|---|---|
| An account | That account |
| An opportunity or a contract | The account on that record |
| A custom object record with a master-detail relationship to the account object | The account on that record |