Roll Up Child Account Engagement Data to Parent Accounts

The parent-child roll-up feature aggregates engagement data from child accounts into their parent accounts. This provides a unified view of account activity across the hierarchies defined in Salesforce.

You can roll up data within Demandbase, write rolled-up data back to Salesforce, or use both options.

Understand Parent-Child Roll-Up Features

Parent-child roll-up supports the following capabilities:

• Roll up People, Opportunity, and Activity engagement data from child accounts.
• Apply roll-ups across all hierarchy levels in Salesforce.
• View aggregated data in Demandbase and Salesforce.
• Maintain individual engagement data at the child account level.

Important: Parent-child roll-up is available only for Salesforce.

Available Rolled-Up Engagement Fields

Parent accounts show aggregated values for the following fields:

• Engagement Points (7 days)
• Engagement Points (1 mo.)
• Engagement Points (3 mo.)
• High Intent Engagement Mins (1 mo.)
• Demandbase Calculated Fields with the Number (Engagement Points, Count of Activities) type. See Create Demandbase Calculated Fields for Connected Mode.

View Rolled-Up Data in Salesforce

Important: To enable or disable writing rolled-up engagement data to Salesforce, contact Demandbase Support.

When write-back is enabled, Demandbase writes aggregated engagement data to parent accounts in Salesforce.

• Parent account data reflects the sum of parent and child engagement.
• Child accounts continue to show their individual engagement data.

Prerequisites for Enabling Parent-Child Roll-Up

• You must integrate Demandbase with Salesforce.
• You must configure parent-child account hierarchy in Salesforce.

Enable Parent-Child Roll-Up in Demandbase

Important: Roll-up applies only at the account level, not to account lists, and is enabled tenant-wide.

1. From the left navigation bar, go to Analytics. 
2. From the top account drop-down, select any parent account.
3. Click the three dots next to the date range and select Roll Up Child Accounts.
   

Disable Parent-Child Roll-Up in Demandbase

1. From the left navigation bar, go to Analytics.
2. From the top account drop-down, select any parent account.
3. Click the three dots next to the date range and select Stop Rolling Up Child Accounts.

Outcome of Enabling Parent-Child Roll-Up

When roll-up is enabled, parent accounts display combined engagement data from all child accounts.

For example, engagement from child accounts such as Cruise LLC and GM Financial Company is included in the parent account, General Motors.

Tip: To view individual engagement data, navigate to the applicable child account.