How to create upto 5 level hierarchy rollup?

Modified on Fri, 22 Mar 2024 at 05:51 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. Click on the "Click here to relate with parent lookup"
  5. Select Related Object from the list
  6.  Repeat step 4 and step 5 till you reach 5 levels of the object hierarchy
  7. Click Next button
  8. Select Rollup Type, Source Field, and Destination Field
  9. Click on the toggle button to make rollup active
  10. Click on the Save button




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