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GA-000B

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GA-000B

Scenario

Create an estate account

Test Case Id

GA-000B

Test Case Description

Create an estate account

Notes / Comments

 

Dependency

 

Jira Ticket

 

Action

Data

Expected Result

Enter the URL

Login | Salesforce

 

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

Monica Kluegel

 

Click "Account" tab

 

 

click "New Organization Account"

 

 

Account Name

set an estate name (i.e. Estate of the late Steve Jobs)

 

Account Type

Estate

 

Primary Contact

Select a contact that is directly linked to the account (create one if does not exist)

 

click save

 

 

Logout of the User

 

 

Close the Browser

 

 

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