Content Comparison

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

Enter username

Enter Password

Click on Log in to Sandbox

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

Once in Affinaquest app, go to Gear Icon

Click on Set up - Blue icon

Click on Users tab

Click on Users

Click on login against the user ( GA User) having all permissions

Ana

User 

choose current user

Click Batches Tab

Click New Button

Record Type = Open Batch, Click Next

User 

choose current user

Batch Type

Gifts/Pledge

Batch Date

Today's date

Source of Data

Pledge

Click Save

Click "Batch Items" button

Accounts 

choose an account with two people in the household

Entry Type

Pledge

Pledge Schedule Type

Single Payment

Total Pledge

2000

Pledge Type

Unconditional

Campaign Appeal

2022 Campus Tours Working List

Designation

HOLDING-

D

Acknowledgement

Default

Signator

choose an account

Click Calculate Payment

Payment summary appears

Click "Save and Add Soft Credit" Button

open pledges and opportunities screen may pop up

if open pledges screen pop up, click Save Transaction without saving button

choose an account for soft credit pops up

choose a contact

choose a contact (ie. Dylan Alcott Foundation)

click ok

Manually Add Soft Credit screen pops up

Tick Create a New Soft Credit for Account

Save

Click the Batch Number to go back

click Batch number to go back to the Batch

click Edit button

New Unconditional Pledge

2,000

Click Save

Click Close Batch

Confirmation screen shows

click "Confirm Close" Button

click Ok

Goes back to Batch record and Record Type is converted to "Closed Batch"

Click Batch Item Tab

Click the Batch Item

Click Related tab

should have transactions in Batch Item Automated Soft Credits
(2)

Logout of the User

Close the Browser