Enhanced Domain: How to Test

How to Test: link to TAP-1405

NOTE: The aim of this test guide is only to trigger the email notification that is being sent to Advancement-Services.Gifts@sydney.edu.au when Chart of Account type field in Opportunity record is changed.

Testing Steps:

1. Log in as Gift Admin (user with Gift Administration permission set group assignment).

2. Create a new Opportunity record (fill-in all the required fields, and address all validations) and save.

3. Set the Opportunity Stage to “Gift Handover” and save.

4. In the same Opportunity record, locate the “Implementation/Administration” tab and open the related GIN record.

5. Put the GIN record on the side and prepare a batch with no set Review Status.

6. Create a batch item with no Link to Opportunity.

7. Re-open the batch item record, and update the Link to Opportunity of the child batch item(s). Use an Opportunity that has related Gift Implementation records (hint: use the opportunity created in step #2).

8. Once the batch item(s) is saved, a batch item record-triggered flow is fired and updates the Gift Implementation Stage. Notice that the related Gift Implementation Stage of the Link to Opportunity is updated to: 3. GA-Entry.

9. Open again the related Opportunity record (the one that was created in step #2) and edit it.

10. Change the “Chart of Account Type” field to any value other than its current and “--None--” and save. An email should fire and sent to Advancement-Services.Gifts@sydney.edu.au. Check the content of the email.

11. Once the email is received, click the link to open the Opportunity record.

Expected Result:

After clicking the link in the email, the same Opportunity record that was created in step #2 is opened.

Screenshots:

Open

The Opportunity record

Open

Implementation/Administration tab with related GIN record listed

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 NOT 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

Note: Please also verify the links from the email if they redirect you to the sandbox where you conducted your test.

Testing Steps

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

2. Once the logged in and in the Affinaquest app, ensure that you are in the Home tab.

3. In the browser’s address bar, take note of the current page’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 Home Page, click the Service Portal link. A new tab/window will open. If not yet logged in Service Portal, the login page will be presented; otherwise, the user is taken directly to the Service Portal page where the user can start creating case.

5. Start creating a case by clicking one of the available (blue) buttons/links.

6. Fill all the required fields in the Case form in different screens (via Next button - depends on the selected Type), until you reach the “Case Created” screen. Note the Case Number.

7. Click the link next to (or below the) “Here’s a link to your case:” text. A new tab/window should open show the case that was just created. Check its Case Number.

Expected Result:

1. In step #6, the link presented to the user has the same base URL as noted in step #3

2. In step #7, the newly opened tab/window has the same base URL as noted in step #3

3. In step #7, the Case record show has the same Case Number as noted in step #6.

Screenshots: