Rollup

Rollups Overview

Rollups summarize data for an attribute of a business object and its related objects. For example, a rollup can calculate the sum of the potential revenue from the opportunities of an account and its hierarchy, or the number of calls made within the last 120 days.

The calculated value of a rollup appears in the object’s detail page. Here's a screenshot of an account in CX Sales, showing rollup attributes. The screenshot shows a Rollups tab on the left pane and the rollup attributes shown in a tabular form.