Adding a Summarization Custom Object
To add a summarization custom object to the list of available summarization objects:
- Create your summarization custom object and make sure that it includes the following fields with these names and settings:
Field Description Notes
RowCount Number(18, 0) RunInstance Number(18, 0) SummarizationTemplateId Lookup(Summarization Template) In the Lookup Options, for the "What to do if the lookup record is deleted?" option, select "Don't allow deletion of the lookup record that's part of a lookup relationship." SummarizationTemplateName Text(80) - Click Develop / Custom Metadata Types / Available Summarization Object.
- Click Manage Available Summarization Objects.
- Click New.
- Add the field information from your summarization custom object.
- Click Save.
Your summarization custom object is added to the list.