Enhanced Domain: How to Test

How to Test: link to TAP-1405

[test guide goes here]

Refer to TAP-1118 (TAPSS-834) Confluence page’s UNIT TESTING STEPS section

Testing Steps:

1. Log in as a Uyd Standard User or any user who can update an opportunity.

2. Go to Opportunity Tab

3. Select any opportunity that has an existing GIN record having a “1. GI-Handover” Stage

4. Update/Check the Acceptance from Delegate checkbox

Expected Output: advancement-services.gifts@sydney.edu.au will receive an email

Step 1: Login as another user, preferably non-System Admin user like USyd Standard User. In the Home Page, click the Service Portal link. 

Step 2: After logging in, we will be redirected to this page in the screenshot below. To Create a Case and launch the Service Portal flow, click either of the following, Reporting and Data Visualization, Data Services, or Systems and Integrations.

Step 3: Populate the required fields and upload a Test File. After the upload is finished, click Done and then click Next.

Step 4: Click the generated URL and verify if this redirects the user to the Case Record.

Step 5: Verify that the uploaded file was successfully linked to the Case Record. 

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team or Data Reporting and Systems (public group).

2. Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, 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/

4. In the Batch record page, locate and click the “Pledge Schedule Review” button.

Expected Result:

The report titled “USYD Batch Pledge Schedule Review” 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:

Testing Steps:

1. 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).

2. Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, 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/

4. 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 “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:

Testing Steps:

1. 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).

2. Open “Batches” tab and open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, 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/

4. In the Batch record page, locate and click the “Batch 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 “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:

Testing Steps:

1. 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).

2. Open “LL-Chart of Accounts” tab and open an existing LL- Chart of Account record (or create one if none exists).

3. Once the LL- Chart of Account record opens, 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/

4. In the LL- Chart of Account record page, locate and click the “COA Report” button.

Expected Result:

The report titled “Chart of Accounts Report” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the LL- Chart of Account record’s based URL (as noted in step #3)

Screenshots:

Testing Steps:

1. 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).

2. Open “LL-Chart of Accounts” tab and open an existing LL- Chart of Account record (or create one if none exists).

3. Once the LL- Chart of Account record opens, 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/

4. In the LL- Chart of Account record page, locate and click the “Open Pledge Records” button.

Expected Result:

The report titled “Open Pledge with Trans of Updating COA” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the LL- Chart of Account record’s based URL (as noted in step #3)

Screenshots:

Testing Steps:

1. Login to Salesforce as USyd Standard User, and open the Affinaquest app.

2. Open “Receipts” tab, and locate and open an existing Affinaquest Receipt (create a new one if there’s no existing Receipt record).

3. Once the Receipt record opens, take note of the current 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/

4. In the Receipt record page, just below the “Details” tab, click the “New Task” link.

Expect result:

1. A “New Task” pop screen should open within the same window/tab where the current Receipt record is displayed.

2. The based URL remains the same as the Receipt records base URL as noted in step #3.

Screenshots:

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