---
schema_version: "1"
id: 4fa5e0b21aa7cf875b51f75ceb4c5783f6b53c3863cf1a9b45b3e930b7b4e319
title: Considerations for Disabling Roll Up of Activities to a Contact’s Primary Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customizeactivities_activities_account_rollup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customizeactivities_activities_account_rollup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ad1cfdf24a5096f284ad56fbd1d74094dae93a92d87f7aa3df573fa430767125
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Considerations for Disabling Roll Up of Activities to a Contact’s Primary Account

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note To roll up activities, enable shared activities first.

- 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.

#### See Also

- [Contacts to Multiple Accounts](https://help.salesforce.com/articleView?id=shared_contacts_overview.htm&language=en_US)