Note: must be using the Swantide Product Data Package to have access to this workflow

With this Workflow, Roll up a Field from Product Instance onto its Related Account. The field must be a Number or Currency field for this to work.

A use case of this Workflow is when you want to summarize the number of licenses an Account has from Product Instance records. For example, if you have multiple product instance records for one related account, you want visibility on how many licenses they are using up to the Account Level. This gives reps visibility on how they are liking or using your product so they can have more engaging conversations with the prospect or customer.