Configure multiple record rollup definitions within one LWC component for improved data visualization. Set up on-demand record rollup definitions quickly and efficiently using the guided setup. Help business executives make more informed decisions by using the enhancements to record rollup definitions.
- Make More Informed Decisions with On-Demand Record Rollup
Save time and improve efficiency for your business executives by enabling them to refresh record rollup results instantly. Help them make better decisions by making sure that the data they're working with is always up-to-date and accurate. Business executives can get the latest rollup results without waiting for scheduled refresh cycles. Enable or disable On-Demand Record Rollup as needed based on your business requirements. - View Multiple Record Rollup Results in One Place
Save time and effort by configuring multiple record rollup definitions in the new LWC component. Business executives can give more personalized advice to clients by viewing multiple rollup results, such as the assets, financial accounts, and policies associated with a household on the household record page. If on-demand record rollup is enabled for a record rollup definition, your business executives can instantly update the rollup results, enabling them to make informed decisions based on the up-to-date rollup results. - Configure On-Demand Record Rollup Easily with the New Guided Setup
Complete the tasks required to set up and configure on-demand record rollup for rollup definitions by using the On-Demand Record Rollup guided setup.