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Scenario

Batch Processing - Imods

Test Case Id

GA-0039

Test Case Description

Convert a lead to an account

Notes

 Leads Leads created from imod integration.

Dependency

 

Reviewed by (business) & approved date

Ana Simic 15/11/22

Test Execution Video

GA-0039.mp4

Automation (AccelQ)

Status
colourYellow
titleTo Be automated

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 Simic

 

Click Leads Tab

Lead list view shows

Click on a Lead

select a lead that is created by mule_svc

Lead Source = Online Giving (iModules)

Click Convert button

Convert Lead screen shows

click Convert button

Lead has been converted screen shows

click on the Account

Account record shows

click on All Details tab

Account Record Type = Household

click on Related List Quick Licks Show all

record exit exist on Alternate ID

type = imodules

click on Relationships tab

In contacts related list, contact record exist.

Logout of the User

Close the Browser