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:

• Active

• Assigned the Member role

3. Add the Nomination Contact

On the Salesforce test account:

• Add the Customer Marketer (or designated tester) as contact

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.