> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/workstreams-and-workflow-automations/request-management/request-automation-workflow/reference-submission-workflow-testing-preparation.md).

# Reference Submission Workflow – Testing Preparation

Before testing begins, please make sure the following items are set up:

1\. Create a Test Customer Account in Salesforce (Client SFDC Team)

Create a test account that includes:

* Industry
* Product/Segment
* Location
* Account Owner (ideally the Customer Marketer or someone participating in training)

Also create a test Opportunity associated with this account.

#### 2. Set Up a Test Customer in SlapFive (Customer marketing team or S5 to create)

Create a company in SlapFive that will serve as your test reference customer.

Within that company:

* Create a member (Customer Marketer or designated tester).
* Ensure the member is:\ <br>
* Active
* Assigned the Member role

#### 3. Add the Nomination Contact

On the Salesforce test account:

* Add the Customer Marketer (or designated tester) as contact&#x20;

#### During testing:

* You will nominate yourself as the customer contact.
* The person being nominated must not already exist as a member in SlapFive. If they already exist, create a new test contact instead.

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