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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 :
- Sandbox: rhx-test.passagetech.com
- Production: rhx.passagetech.com.
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:
- Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04td0000000QuJv
- Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000QuJv
- 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 (I can't find the developer guide).
Creating Rollups
First, create all your fields:
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- Do a report with a sum plus the rollup field on the Parent - do compare to ensure that they are theall rolling up OK.
Finally schedule the rollup, or enable it as Real Time.
Things to Note
- Make sure you are running the Rollups as a SysAdmin user.
- If Counting Checkboxes, make sure the Checkbox field = True is added to the Filter, otherwise it will just count both True and False - so ALL checkboxes.
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