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Table of Contents
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Label | API Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|---|
Usyd move contacts related to Account to Contact Roles | Usyd_move_contacts_related_to_Account_to_Contact_Roles | Flow | record-triggered flow | Opportunity | Deactivated | translated to subflow(auto-launched flow), USYD_CreateOpportunityContactRole |
Opportunity_afterInsertUpdate | Opportunity_afterInsertUpdate | Flow | record-triggered flow | Opportunity | Deactivated | translated to subflow(auto-launched flow), USYD_UpdateSourceGiftAccount |
Opportunity After Save | USYD_OpportunityAfterSave | Flow | record-triggered flow | Opportunity | New | Opportunity Main Flow for After Save |
Create Campaign Influence | USYD_CreateCampaignInfluence | Flow | auto-launched flow | Opportunity | New | |
Create Opportunity Contact Role | USYD_CreateOpportunityContactRole | Flow | auto-launched flow | Opportunity | New | |
Update Source Gift Account | USYD_UpdateSourceGiftAccount | Flow | auto-launched flow | Opportunity | New | |
Opportunity Layout | Opportunity | Update | Added Related List: Campaign Influence | |||
Test - CCI Feature | Opportunity | Update | Added Related List: Campaign Influence | |||
Usyd - AQ Bequest 3.17 | Opportunity | Update | Added Related List: Campaign Influence | |||
Usyd - AQ Bequest 3.17 Admin | Opportunity | Update | Added Related List: Campaign Influence | |||
USyd - AQ Lightning Outright Gift | Opportunity | Update | Added Related List: Campaign Influence | |||
USyd - AQ Lightning Outright Gift Admin | Opportunity | Update | Added Related List: Campaign Influence | |||
Campaign Influence Layout | Campaign Influence | New | ||||
Campaign Influence Permissions | Campaign_Influence_Permissions | Permission Set | Permission Set that provides access to Campaign Influence Object | - | New |
Unit Testing Steps:
Setup
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*Tester must be assigned with the Permission Set: Campaign Influence Permissions
Create a Test Opportunity
Record Type: Gifts in Will (API:Gifts_in_Will) OR Gift/Pledge (API:OutrightGift)
Has Related Contact Roles
The Contact is assigned to Campaigns.
How to add a Contact to Campaigns:Contact>Engagement>Campaigns>Campaign History: Click on Add to Campaign>Select a Campaign>Set Values for a New Campaign Member record:
Responded: TRUE (Ticked) - change Status to Donated to set Responded to TRUE.
Start Date: GT Today()-2492 Days.
[Click on EDIT after you create for each campaign member to view all its fields (e.g. Responded,etc)]
Apply the Scenarios listed below.
After Applying the scenarios, trigger the automation by updating the Opportunity Stage to Closed Won or Closed Lost.
Check the new Campaign Influence records that created by the automation to verify expected results.
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