Conga Product Documentation

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To create roll-up summary field

Create a custom Salesforce field in Roll-up Summary Object. Ensure that the field is unique and multiple expressions are not used to populate the same field. This field comprises or holds the value derived from the aggregate expression in the Field Expression builder.

  1. You can invoke the field expression builder for:
    • Bundles: To define a rollup field for a particular bundle, navigate to the Products tab, search and select a product and click Product Console.
    • Quote or Product Groups: To define a rollup field for a product group or at header level, navigate to the CPQ Console tab.
  2. Click Rollups from the Additional Details section.
  3. Click to add a new rollup field for a product.
  4. Expand the Untitled section by clicking the right-facing arrow.


  5. Select the Rollup Summary field created on the Rollup Summary object.
  6. In the Match Conditions area, specify the expression based on which the results are filtered. The numeric expression rollup is applicable only for those line items that satisfy the criteria in the Match Conditions area.
  7. From the Roll-up Operation area, select an operation based on which the rollup is created.
  8. In the Aggregate expression area, specify the expression based on which the value is populated in the Rollup Summary Field. For example, (Quantity__c * ProductId_r.Weight__c) *2 Based on the Aggregate expression values, the rollup summary field is populated. Data is populated in The Match Information area based on the information you enter in all the above steps.
  9. Click the Save icon in the top right corner of your screen.

The rollup for a product is created successfully. You can navigate to the cart page and check whether the rollup is applied successfully.



After you create rollup fields for a product, you can re-use the rollups across products or within the same product by searching for the rollup, product, or product group name in the Search field. Drag and drop the requisite roll-up conditions that you want to use to the right greyed out pane.