Content Comparison

Step 1: Login as another user, preferably non-System Admin user like USyd Standard User. Testing Steps

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

2. Once the logged in and in the Affinaquest app, ensure that you are in the Home tab.

3. In the browser’s address bar, take note of the current page’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 Home Page, click the Service Portal link

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Step 2: After logging in, we will be redirected to this page in the screenshot below. To Create a Case and launch the Service Portal flow, click either of the following, Reporting and Data Visualization, Data Services, or Systems and Integrations.

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Step 3: Populate the required fields and upload a Test File. After the upload is finished, click Done and then click Next.

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Step 4: Click the generated URL and verify if this redirects the user to the Case Record.

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Step 5: Verify that the uploaded file was successfully linked to the Case Record. 

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1. . A new tab/window will open. If not yet logged in Service Portal, the login page will be presented; otherwise, the user is taken directly to the Service Portal page where the user can start creating case.

2. Start creating a case by clicking one of the available (blue) buttons/links.

3. Fill all the required field in the Case form in different screens (via Next button - depends on the selected Type), until you reach the “Case Created” screen. Note the Case Number.

4. Click the link next to (or below the) “Here’s a link to your case:” text. A new tab/window should open show the case that was just created. Check it’s Case Number.

Expected Result:

1. In step #6, the link presented to the user has the same base URL as noted in step #3

2. In step #7, the newly opened tab/window has the same base URL as noted in step #3

3. In step #7, the Case record show has the same Case Number as noted in step #6.

Screenshots:

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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, in the browser’s address bar, 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 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, in the browser’s address bar, 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 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, in the browser’s address bar, 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 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, in the browser’s address bar, 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:

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, in the browser’s address bar, 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: