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.
Where: This change applies to Lightning Experience of multiple Industries clouds.
How: In Setup, find and select Record Rollup Settings. Turn on On-Demand Record Rollup. Then, go to Record Rollup Definitions in Setup, and click the definition that you want to enable on-demand record rollup for. On the rollup definition details page, from the page-level action menu, click Manage On-Demand.