- Customizable Rollups are only available in the Household Account Model
- Enabling Customizable Rollups makes the following changes:
- Convert existing NPSP Donor Statistics settings into Customizable Rollups setting
- Converts existing out-of-the-box and User Defined Rollups to Customizable Rollups
- Removes
- NPSP Settings page for User Defined Rollups
- NPSP Setting page for Donor Statistics
- Remove and modify existing NPSP Settings options for rollups
- Defined in new Customizable Rollups
- Enable Soft Credits
- Rollup N Day Value ( Donor and GAU )
- Use Fiscal Year ( Donor and GAU )
- Defined in a filter group in new Customizable Rollups
- Soft Credit Roles
- Record Types and Types excluded from Account Rollups and Contact Rollups
- Membership Record Type Names
- NPSP Settings
- Rollup Batch Size
- Defined in new Customizable Rollups
- Creates 13 Nightly Batch Jobs, scheduled for 11:00pm and run at staggered times
02.03.04 Things to Know Before Enabling Customizable Rollups
Source: https://powerofus.force.com/kA01E000000PZ4W