Test and Publish the Rollups

Test unpublished rollups to ensure that they're producing the calculations you want.

Here are the steps:

  1. 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.
  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 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.
  7. Compare your calculations. If you're ok with the results, publish the rollup.

Publish the Rollups

After testing the rollups, publish them:

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 Select an unpublished rollup.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

Run a Full Refresh

Next, run a full refresh to get the latest data:

  1. Go to the Monitor tab.
  2. Select the Full Refresh sub-tab.
  3. Click Start Process.

See the Run Scheduled Processes for Rollups topic to learn more about all the processes available for rollups.