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New Feature: Rollups

edited Jan 20, 2022 8:36PM in Sales

Summary:

We have recently introduced a new feature in Oracle Sales: Rollups. Rollups summarize data for an attribute of a business object and its related objects. For example, a rollup can calculate the sum of the potential revenue from the opportunities of an account and its hierarchy, or the number of calls made within the last 120 days. The aggregated data is displayed in the CRM so reps have easy access to account and contact insights.

Content (required):

To get started with rollups:

  1. Check out this quick overview video
  2. Watch this session hosted by Oracle Product Management to get a deeper understanding
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