Content Comparison

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team or Data Reporting and Systems (public group).

2. Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, take note of the current batch record’s domain (base/root URL), i.e.:
   - SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
   - UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/
   - PROD: https://sydneyuni-adv.lightning.force.com/

4. In the Batch record page, locate and click the “Pledge Schedule Review” button.

Expected Result:

The report title titled “USYD Batch Pledge Schedule Review” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the Batch record’s based URL (as noted in step #3)

Screenshots:

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team, Data Reporting and Systems, Gifts Administration or Advancement Portfolio (public group).

2. Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, take note of the current batch record’s domain (base/root URL), i.e.:
   - SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
   - UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/
   - PROD: https://sydneyuni-adv.lightning.force.com/

4. In the Batch record page, locate and click the “Batch Review Report” button (if it is not shown, click the drop-down button next to “Pledge Schedule Review” button).

Expected Result:

The report title titled “Gift Processing Validation” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the Batch record’s based URL (as noted in step #3)

Screenshots:

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team, Data Reporting and Systems, Gifts Administration or Advancement Portfolio (public group).

2. Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, take note of the current batch record’s domain (base/root URL), i.e.:
   - SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
   - UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/
   - PROD: https://sydneyuni-adv.lightning.force.com/

4. In the Batch record page, locate and click the “Batch Account Phone Report” button (if it is not shown, click the drop-down button next to “Pledge Schedule Review” button).

Expected Result:

The report title titled “Lists Account Phones of Batch Items” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the Batch record’s based URL (as noted in step #3)

Screenshots:

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team, Data Reporting and Systems, Gifts Administration or Advancement Portfolio (public group).

2. Open “LL-Chart of Accounts” tab and open an existing LL- Chart of Account record (or create one if none exists).

3. Once the LL- Chart of Account record opens, take note of the current batch record’s domain (base/root URL), i.e.:
   - SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
   - UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/
   - PROD: https://sydneyuni-adv.lightning.force.com/

4. In the LL- Chart of Account record page, locate and click the “COA Report” button.

Expected Result:

The report titled “Chart of Accounts Report” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the LL- Chart of Account record’s based URL (as noted in step #3)

Screenshots:

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Testing Steps:

1. Login to Salesforce as Usyd Standard User or any user that can view LL- Chart of Accounts

2. Go to LL- Chart of Accounts tab

3. Open any record

4. On the quick actions, click “Open Pledge Records“ button

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1. a user who is a member of the Business Insights Team, Data Reporting and Systems, Gifts Administration or Advancement Portfolio (public group).

2. Open “LL-Chart of Accounts” tab and open an existing LL- Chart of Account record (or create one if none exists).

3. Once the LL- Chart of Account record opens, take note of the current batch record’s domain (base/root URL), i.e.:
   - SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
   - UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/
   - PROD: https://sydneyuni-adv.lightning.force.com/

4. In the LL- Chart of Account record page, locate and click the “Open Pledge Records” button.

Expected Result:

The report titled “Open Pledge with Trans of Updating COA” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the LL- Chart of Account record’s based URL (as noted in step #3)

Screenshots:

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Testing Steps:

1. Login to Salesforce as USyd Standard User, and open the Affinaquest app.

2. Open “Receipts” tab, and locate and open an existing Affinaquest Receipt (create a new one if there’s no existing Receipt record).

3. Once the Receipt record opens, take note of the current record’s domain (base/root URL), i.e.:
   - SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/
   - UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/
   - PROD: https://sydneyuni-adv.lightning.force.com/

4. In the Receipt record is openedpage, just below the “Details” tab, click the “New Task” link.

Expect result:

1. A “New Task” pop screen should open within the same window/tab where the current Receipt record is displayed.

2. The based URL remains the same as the Receipt records base URL as noted in step #3.

Screenshots: