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 “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:

Image Added

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 “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:

Image Added

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 “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:

Image Added

Testing Steps:

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

2. Locate 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 Batch Receipt 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 Receipt record is opened, just below the “Details” tab, click the “New Task” link.

Expect result:

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

Screenshots:

Image Removed

Image Removed

Image Added

Image Added

Image Added