Custom Rollup Rule Fields

The Custom Rollup Rule object includes the following fields.

* – Mandatory field

Fields on the Custom Rollup Rule Object
Field   Description
Active   When selected, the custom rollup rule is active.
Custom Rollup Rule Name * The name of the custom rollup rule.
Description   Description of the custom rollup rule.
Operator * The operator used to consolidate source values for the custom rollup rule, such as COUNT, MIN, MAX, or SUM.
Source Field API Name   The API name of the field on the source object that provides the values to consolidate for the custom rollup rule. This field is required for all operators except COUNT.
Source Filter Field API Name   The API name of an optional checkbox field on the source object used to filter which source records contribute to the custom rollup rule.
Source Object * The type of estimate hierarchy object from which field values are consolidated for the custom rollup rule.
Target Field API Name * The API name of the field on the target object that stores the consolidated value of the custom rollup rule.
Target Object * The type of estimate hierarchy object that receives the consolidated value.