The account an activity rolls up to depends on the Related To field, the Name field,
the Shared Activities setting, and if the setting for Roll up activities to a contact's primary
account is enabled. Before deciding whether to change this default roll up behavior, review
these considerations.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: All Editions |
- When you change the roll up 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.
- If the relationship in the Related To field is to an account, opportunity, contract, or
custom object that has an account parent to the entity, the activity rolls up to that entry.
Activities that roll up to an account via the Related To field determine the last activity
date on the account.
- The Name field on activities is ignored when determining an account’s last activity
date, if the activity is related to an account.
- If the Related To field is blank, the setting for Roll up activities to a contact's
primary account determines whether this activity establishes the last activity date of the
primary contact's primary account.
- The last activity date for contacts and leads is based on the activities where the contact
or lead is the primary contact on the activity.
- If you create an activity while converting a lead but don’t create an opportunity from the
lead, the activity doesn’t roll up to the lead’s primary account regardless of what’s
specified by the activity rollup setting.
- In Salesforce Classic, changing the rollup behavior doesn’t affect person accounts. When
an activity is related to a person account via either the Related To field or the Name
field, the activity appears on the person account record. That’s because a person account is
its own primary account.
