Help business leaders make faster, data-backed decisions during live business reviews by providing visibility into aggregate metrics directly on hierarchy nodes. Users can compare metric values across hierarchy nodes, from individual accounts to child rollups and total aggregates, to uncover performance trends and drive accountability across teams.
Where: This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services (formerly Financial Services Cloud).
How: Turn on the org preference for summary rollup, and configure the measure type in the corresponding hierarchy type. Create and run the Data Processing Engine definition to roll up the metric value and populate the flexible hierarchy node summary records. To view the values from the App Launcher, find and select Flexible Hierarchies, open your hierarchy, and click a node.