Skip to content

Creating Task User Event Based Rollups

James Simone edited this page Mar 12, 2024 · 1 revision

In v1.6.17, Task/User/Event and other objects that weren't previously supported via Custom Metadata was added to the Rollup CMDT records.

To configure these rollups, use the "(Text)" based override fields on Rollup Custom Metadata records:

A rollup set up for Task

Note that there are validation rules in place to prevent rollups from being improperly set up:

Showing off the validation rules

Usage Considerations

As these images show off, it's perfectly possible to mix both the dropdown-based selections - which have the benefit of showing up in places like "Where is this used?" - with the text-based fields. In general, the only time the text-based fields should be used to configure objects and fields is if the object you're using as the rollup child/parent does not show up in the dropdowns.