Our automation engine includes the ability to rollup a list of products into a single field on the related Account record. This field will contain a list of all active products within the Account. The products will be updated whenever the Subscription Products job runs and will use a designated field from the Product object to rollup.
Choose the field you would like to rollup the values into on the Account object. The field must be a String type field (text, text area, multi-picklist). If the field is a multi-picklist, ensure that the field is not restricted to values only in the picklist.
- Browse to the TYSO Setup Tab
- Select the Automation sub-tab
- Browse to the Account Section
- Set the field mappings.
- Account Product Aggregation field: This is the destination field on the Account that the data will be placed into.
- Product Field to Populate on the Accounts: This is the field that the data will be pulled from the Product. Such as the Product Code, Name, or some other custom field.
