Scenario | Batch Processing - Imods |
|---|---|
Test Case Id | GA-0039 |
Test Case Description | Convert a lead to an account |
Notes | Leads created from imod integration. |
Dependency |
|
Reviewed by (business) & approved date | Ana Simic 15/11/22 |
Automation (AccelQ) | TO BE AUTOMATED |
Action | Data | Expected Result |
Enter the URL |
| |
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 exist on Alternate ID | type = imodules | |
click on Relationships tab | In contacts related list, contact record exist. | |
Logout of the User | ||
Close the Browser |