How to create upto 5 level hierarchy rollup?

Modified on Fri, 17 May 2024 at 04:12 PM

To create 5 level object hierarchy rollup in PWR Rollups follow the below steps:

  1. Open the PWR Rollups application
  2. Click on the New button 
  3. Give a name to rollup and select Source Object from the list
  4. Now select the related object
  5. Repeat step 4 till you reach 5 levels of the object hierarchy
  6. Click Next button
  7. Click on the Add Rollup button
  8. Select Rollup Type, Source Field, and Destination Field
  9. Add filters if required then check the checkbox to make rollup active
  10. Click on the Save button

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