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Choosing A Target Object

When creating a rollup one of the most important steps is selecting which target object you would like your rollup information to be displayed under (step one of the Rollup Helper wizard). The target object is the location that holds the target field where you want your rollup information to be displayed. In the example above we have selected the Account target object. Once you have selected the target object the wizard will proceed to step two where you select the field that the rollup data to be displayed.