Test and Publish the Rollups
Test unpublished rollups to ensure that they're producing the calculations you want.
Here are the steps:
- Go to the Test tab on the Rollups page.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.
- Select a rollup you want to test.
- For Object Instance, select an account you want to calculate the rollup for.
- 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.
- Click Calculate.
- In the meanwhile, you can calculate manually or use this sample URL to run a REST call
on an account rollup child:
https://<hostname:port>/crmRestApi/resources/latest/accounts/<partynumber>/child/AccountRollup.
- Compare your calculations. If you're ok with the results, publish the rollup.
Publish the Rollups
After testing the rollups, publish them:
- Select an unpublished rollup.
- On the Edit Rollup page, click Actions and select Publish.
Run a Full Refresh
Next, run a full refresh to get the latest data:
- Go to the Monitor tab.
- Select the Full Refresh sub-tab.
- Click Start Process.
See the Run Scheduled Processes for Rollups topic to learn more about all the processes available for rollups.