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Question 207 - PL-400 discussion
A company uses Common Data Service rollup fields to calculate insurance exposure and risk profiles for customers.
Users report that the system does not update values for the rollup fields when new insurance policies are written.
You need to recalculate the value of the rollup fields immediately after a policy is created.
What should you do?
Create new fields on the customer entity for insurance exposure and risk. Write a workflow process that is triggered when a new policy record is created to calculate the sum of values from policy records.
Update the Mass Calculate Rollup Field job to trigger when a new policy record is created.
Create a business rule that forces the refresh of the rollup field when the customer record is updated.
Create new fields on the customer entity for insurance exposure and risk. Write a plug-in that is triggered whenever a new policy record is created
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