Content Comparison

Testing Steps:

1. Log in as a Uyd Standard User or any user who can update an opportunity.

2. Go to Opportunity Tab

3. Select any opportunity that has an existing GIN record having a “1. GI-Handover” Stage

4. Update/Check the Acceptance from Delegate checkbox

Expected Output: advancement-services.gifts@sydney.edu.au will receive an email

Note: Please also verify the links from the email if they redirect you to the sandbox where you conducted your test.

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 Review 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” “Batches with Batch Items & Batch Item Transactions” 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:

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