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Test Your Configuration

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Kara McIntyre edited this page May 25, 2019 · 1 revision

The following are the minimum tests you should complete to confirm your configuration is working. Depending on the extent of your Interaction Mappings and customizations, additional testing may be needed.

Create a New Contact Using an Interaction

  1. Click on the Global Actions dropdown and select ‘New Interaction’
  2. Fill out any fields you want to test, making sure to enter values in the fields required for your matching rules, and Save the record
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the created Contact in the bottom left of the record
  5. Click on the linked Contact and confirm that all expected fields are filled out there as well

Caution Icon Note: If the “Interaction Status” is not ‘Imported,’ confirm all required fields on the records you plan to create are filled out. If any values are missing on the Interaction record, confirm the Global Action is configured correctly. If any values are missing on the Contact, confirm there are Interaction Mapping records for the missing fields. If any fields are missing from the Interaction or Contact, confirm the Page Layouts are correct.

Update a Contact Using an Interaction

  1. Click on the Global Actions dropdown and select ‘New Interaction’
  2. Fill out any fields you want to test with slightly different information, making sure to enter the same values from Create a New Contact Using an Interaction using an Interaction in the fields required for your matching rules, and Save the record
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the created Contact in the bottom left of the record
  5. Click on the linked Contact and review that all expected fields are updated there as well
  6. Click on the Related tab on the Contact and find the Interactions Related List. There should be two Interactions Records, one from Test 1 and one from this current test

Caution Icon Note: If the Interaction creates a new Contact instead of updating the existing Contact, confirm all fields required for your Lead and Contact matching rules have values that match the existing Contact, check the standard Lead Mappings on the Lead Object, make sure all fields have Interaction Mappings, and review the matching rules to confirm the Lead rule matches the Contact rule and they are set up as outlined in this document.

Create an Opportunity Using an Interaction

  1. Go to a Contact record and click on the New Interaction Action
  2. Fill out any fields you want to test, making sure to enter the values required for the Opportunity Key
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the created Contact and Opportunity in the bottom left of the record.
  5. Click on the linked Contact and review that all expected fields are updated there as well
  6. Click on the Related tab on the Contact, find the Opportunities Related List, and click on the Opportunity that should be there
  7. Review the fields on the Opportunity to confirm all expected fields are updated there
  8. Look at the related list section to the right of the record and confirm the Contact is listed in the Contact Roles section

Caution Icon Note: If the Interaction is not at ‘Imported,’ confirm all required fields for Opportunity have been filled out, and Opportunity key on Interaction is the same as the Opportunity Key being set through the workflow rule. If the Opportunity is missing values, confirm the fields have Interaction Mappings, the Action is configured correctly, and all values from the Interaction are acceptable. If the Opportunity is missing fields, review the page layout.

Update an Opportunity Using an Interaction

  1. Go to a Contact record and click on the New Interaction Action
  2. Fill out any fields you want to test, making sure to enter the same values required for the Opportunity Key from Create an Opportunity Using an Interaction
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the Contact and Opportunity in the bottom left of the record
  5. Click on the linked Contact and review that all expected fields are updated there as well
  6. Click on the Related tab on the Contact, find the Opportunities Related List, and click on the Opportunity that should be there, confirming there is no duplicate
  7. Review the fields on the Opportunity to confirm all expected fields are updated there

Caution Icon Note: If the Interaction created a new Opportunity instead of updating an existing one, confirm the Opportunity key on Interaction is the same as the Opportunity Key being set through the workflow rule, and the formulas match the key on the existing Opportunity.

Create an Affiliation Using an Interaction

  1. Go to the Opportunity record and click on the New Interaction Action
  2. Fill out any fields you want to test, making sure to enter the values required for the Affiliation Key
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the created Contact in the bottom left of the record
  5. Click on the linked Contact and review that all expected fields are updated there as well. If you set the Affiliation as Primary, confirm the Account you used is linked in the appropriate Primary Affiliation field on the Contact.
  6. Click on the Related tab on the Contact, find the Affiliations Related List, and click on the Affiliation that should be there
  7. Review the fields on the Affiliation to confirm all expected values are there

Caution Icon Note: If the Affiliation was not created or values are missing, confirm all required fields are filled out and have Interaction Mappings. If Affiliation fields are missing, check the page layout. If values are missing or not what is expected, confirm the Action on Opportunity is configured correctly and all values from the Interaction are formatted correctly.

Update an Affiliation Using an Interaction

  1. Go to the Opportunity record and click on the New Interaction Action
  2. Fill out any fields you want to test with slightly different values that are not part of the key (example: Role), making sure to enter the same values required for the Affiliation Key from Create an Affiliation Using an Interaction
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the created Contact in the bottom left of the record
  5. Click on the linked Contact and review that all expected fields are updated there as well. If you set the Affiliation as Primary, confirm the Account you used is linked in the appropriate Primary Affiliation field on the Contact.
  6. Click on the Related tab on the Contact, find the Affiliations Related List, and click on the Affiliation that should be there, confirming there is not a duplicate now
  7. Review the fields on the Affiliation to confirm all expected values are there

Caution Icon Note: If the Interaction Status is not at ‘Imported,’ confirm the Affiliation Key field on the Interaction is built the same way as the Affiliation Key Workflow Rule. If the Interaction created a new Affiliation instead of updating an existing one, confirm the values entered from the Affiliation Key match the original Affiliation.

Add a Campaign Member Using an Interaction

  1. Go to a Campaign record and click on the New Interaction Action
  2. Fill out any fields you want to test. If you want to create a new Contact, use new values, otherwise use the same values from Update a Contact Using an Interaction. Make sure the Campaign is set, a Campaign Member Status is set, and it is a value that is part of the Campaign.
  3. A confirmation message should appear to show the record was created, with the record name appearing as a green link. Click on this link to open the Interaction record.
  4. Confirm the Interaction Status is ‘Imported,’ all expected values appear in the fields you filled out, and there is a link to the created Contact in the bottom left of the record
  5. Click on the linked Contact and review that all expected fields are updated there as well
  6. Click on the Related tab on the Contact, find the Campaign History Related List, click on the down arrow at the far right of the Campaign Member that should be there, and select Edit (this is the easiest way to view the record)
  7. Review the fields on the Campaign Member to confirm they are there, and select Cancel to close the record

Caution Icon Note: If the Campaign Member was not created, confirm the Campaign Member Upsert Key on Interactions is set the same way as the Campaign Member Key Workflow rule. If the Campaign Member Status is incorrect, go to the Campaign, click on the Related tab, and confirm the status you chose is listed as an available status. If the Campaign Member is missing values, confirm the fields have Interaction Mappings. If the Campaign Member is missing fields, check the page layout.

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