Test the data synchronization

This section describes how to test the different data synchronization scenarios to make sure the configurations in Salesforce and SlapFive are correct.

SlapFive Request submitted from a Salesforce Opportunity creates/updates SlapFive Customer Influence in Salesforce

SlapFive Customer Influence related list on the Opportunity
Details screen for SlapFive Customer Influence record for a Request

SlapFive Fulfillment Member creates/updates SlapFive Customer Influence Activity in Salesforce

SlapFive Customer Influence Activity related list
Details for SlapFive Customer Influence Activity

SlapFive Fulfillment Board creates/updates SlapFive Customer Influence Activity in Salesforce

SlapFive Customer Influence Activity related list

SlapFive Content Share from Salesforce Opportunity creates SlapFive Customer Influence in Salesforce

SlapFive Content Share screen
SlapFive Customer Influence related list with new record for Share

SlapFive Content View by Recipient of a Content Share from Salesforce Opportunity creates SlapFive Customer Influence Activity in Salesforce

SlapFive Customer Influence Activity related list

SlapFive Customer Activity creates/updates SlapFive Customer Activity in Salesforce

Create new Activity screen in SlapFive
SlapFive Customer Activities related list

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