What is a recommended approach to create a Customizable Rollup Filter on a Contact?

The recommended approach to create a Customizable Rollup Filter on a Contact involves using a custom number field. This is because Customizable Rollup features are designed to aggregate data and perform calculations based on numeric values. When you create a custom number field, it allows you to store and manipulate numerical data effectively, making it suitable for rollup operations.

Using a custom number field provides the necessary flexibility for applying filters and aggregating data according to specific criteria, such as summing up donations or engagement scores related to that contact. This capability supports various calculations that are essential for generating insights and accurate reports.

In contrast, while a custom text field can hold descriptive information, it does not lend itself to numerical calculations necessary for rollup summaries. Custom currency fields could also be a potential choice for financial data aggregation, but they pertain specifically to monetary values, which might not be universally applicable for all rollup scenarios. Similarly, a custom text formula field would primarily handle string or concatenated values, which would not be relevant for numerical rollup operations.