Enable Roll Up of Activities to a Contact’s Primary Account
When an activity is associated with a contact, the activity is also displayed on the contact’s primary account.
Required Editions
| Available in Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable roll up of activities to a contact’s primary account: | Customize Application and Modify All Data |
Rolling up activities can skew reporting. For example, if a user logs an activity against a contact referencing a related account, the activity shows up and counts against the contact’s primary account. The report shows the activity for the primary account even though that specific account had nothing to do with the interaction. Therefore, we recommend deselecting this option.
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Roll up activities to a contact’s primary account.
- Click Submit.
When you change the roll up activities setting, only new activities are affected. Existing activities are only affected if they’re updated in a way that causes the roll up to be recalculated, such as when an activity is closed.