Test and Publish Predefined Rollups

Test the rollups to ensure that they're producing the calculations you want. Here are the steps:

  1. On the Define Rollups page, go to the Test tab.
    Note: Ensure that you have enabled the Rollup Test Enabled (ORA_ZCA_TEST_ROLLUPS) profile option to see the Test tab on the Define Rollups page.
  2. Select a rollup you want to test.
  3. For Object Instance, select an account you want to calculate the rollup for.
  4. Select the Entire Hierarchy check box if you have defined the hierarchy attribute for the rollup and want to include the hierarchy values, as well, in the test.
  5. Click Calculate.
  6. In the meanwhile, you can calculate the rollups manually or use this sample URL to run a REST call on the account rollup child:
    https://<hostname:port>/crmRestApi/resources/latest/accounts/<partynumber>/child/AccountRollup
  7. Compare your calculations. If you're ok with the results, publish the rollup.

Publish the Rollup

After testing the rollups, publish them to the environment. Here are the steps:

  1. Select an unpublished rollup.
  2. On the Edit Rollup page, click Actions and select Publish.