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NOTE: The aim of this test guide is only to trigger the email notification that is being sent to Advancement-Services.Gifts@sydney.edu.au when Chart of Account type field in Opportunity record is changed. Testing Steps: Log in as Gift Admin (user with Gift Administration permission set group assignment). Create a new Opportunity record (fill-in all the required fields, and address all validations) and save. Set the Opportunity Stage to “Gift Handover” and save. In the same Opportunity record, locate the “Implementation/Administration” tab and open the related GIN record. Edit Put the GIN record and change its Stage to “3. GA-Entry” and save.Open again the related Opportunity record (the one that was on the side and prepare a batch with no set Review Status. Create a batch item with no Link to Opportunity. Re-open the batch item record, and update the Link to Opportunity of the child batch item(s). Use an Opportunity that has related Gift Implementation records (hint: use the opportunity created in step #2) and edit it. Change the “Chart of Account Type” field to any value other than its current and “--None--” and save. An email should fire and sent to Advancement-Services.Gifts@sydney.edu.au. Check the content of the email. Once the email is received, click the link to open the Opportunity record.
Expected Result: After clicking the link in the email, the same Opportunity record Once the batch item(s) is saved, a batch item record-triggered flow is fired and updates the Gift Implementation Stage. Notice that the related Gift Implementation Stage of the Link to Opportunity is updated to: 3. GA-Entry. Open again the related Opportunity record (the one that was created in step #2
is opened.Screenshots:  Image Removed Image Removed Image Removed Image Removed |
flows\Usyd_Contact_Address_History_Tracking.flow-meta.xml
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) and edit it. Change the “Chart of Account Type” field to any value other than its current and “--None--” and save. An email should fire and sent to Advancement-Services.Gifts@sydney.edu.au. Check the content of the email. Once the email is received, click the link to open the Opportunity record.
Expected Result: After clicking the link in the email, the same Opportunity record that was created in step #2 is opened. Screenshots: Image AddedImage AddedImage AddedImage Added |
flows\Usyd_Contact_Address_History_Tracking.flow-meta.xml
NOTE: This flow is to be deactivate/deprecated as part of the Contact’s flow consolidation/optimization drive. The supposed adjustment will be part of
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Testing Steps: Log in as a Uyd Standard User or any user who can update an opportunity. Go to Opportunity Tab Select any opportunity that has an existing GIN record NOT having a “1. GI-Handover” Stage
 Image Removed Image Added 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. |
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Testing Steps: 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). Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission). 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/ In the Batch record page, locate and click the “Batch Review 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 “Gift Processing Validation” “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 Removed Image Removed Image Added Image Added |
objects\AQB__Batch__c\webLinks\USYD_Batch_Review_Report.webLink-meta.xml
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Testing Steps: 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). Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission). 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/ 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 “Batches with Batch Items & Batch Item Transactions” “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 RemovedImage Added Image RemovedImage Added
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objects\AQB__LLChartofAccounts__c\webLinks\COA_Report.webLink-meta.xml
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email\sumoapp__SUMO_Templates\USYDAppointmentBookedSumoUser.email
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[test guide goes here]As a System Admin user, switch to classic. Go to Settings > Classic Email Templates. Open each of the highlighted email templates. NOTE: This should apply to those 4 templates highlighted in red  Image Added2. Hover to the safer-communities.officer@sydney.edu.au. On the lower left portion of the screen, the URL should be: “mailto:safer-communities.officer@sydney.edu.au”  Image Added |
email\sumoapp__SUMO_Templates\USYDAppointmentCanceled.email
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