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After you go to the full version, you have to install another package, that has the live rollups functionality.
First, make sure you have the latest version installed:
- Sandbox: rh-test.passagetech.com
- Production: rh.passagetech.com
Then install the Rollup Helper Extensions:
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[Rollup Helper has asked me to remove links to their packages. I have no idea why, as they are not available on the Appexchange and not readily available by any support channels. You have to email them to get the correct links to install the latest versions].
Then install the Realtime extensions for EE that gives you real time for more uncommon objects like Assets, Cases, Campaign Members, Events, Notes, Attachments etc:
- (contact passagetech for the links for the Realtime Extensions for EE).
- Note: You must have Opportunity Teams enabled to install this package.
For Custom Objects you have to either get PassageTech to create the extensions for the Realtime, or use their Developer Guide to create them yourself (contact PassageTech for the developer guide).
Creating Rollups
First, create all your fields:
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