In PWR Rollups, you can select objects in a hierarchy with a maximum depth of 5 levels. This means you can aggregate data from up to five levels of related objects and display the result.

For example, if you want to show the total number of students within a university, the object hierarchy might look like this:

Student → Course → Department → Faculty → College → University

In this scenario, Student would be the Source Object, and University would be the Destination Object. The rollup will calculate data from the Student records and display the result on the University object, traversing through the hierarchy of College, Department, and Course to aggregate the necessary data.

Multi-level hierarchy

Note: Once you define the object hierarchy, it cannot be modified or changed. If you need a different hierarchy, you will need to create a separate rollup.

What is a Source Object?

The Source Object refers to the object from which you want to calculate data.

For example, if you want to calculate the number of students associated with an university, the Student object will be your Source Object. This means that the data calculation will be based on the records within the Student object related to the specified Account.

By defining the Source Object, you establish the basis for the data operations, ensuring that calculations are accurately performed on the relevant dataset within the application.

Source Object

What is a Destination Object?

The Destination Object refers to the object where the result of a rollup calculation is displayed.

By defining the Destination Object, you specify the location where the calculated data will be stored and viewed, ensuring that the results are accurately presented in the relevant context within the application.

PWR Rollups

Multi-level Hierarchy

Analytics

What is a Source Object?

What is a Destination Object?

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