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

• In Salesforce, go to an Opportunity, click the Request References button, fill out the New Request form, and click the Submit button.

• In SlapFive, go to the Requests tab, and you will see the new Request in the New column.

• In Salesforce, go back to the same Opportunity, go to the SlapFive Customer Influence related list, and you will see a new SlapFive Customer Influence record for that Request.

SlapFive Customer Influence related list on the Opportunity

• Click the Number of the SlapFive Customer Influence record, and you will see the Details screen for that record. Verify that all the fields you entered into the Request show on this screen.

Details screen for SlapFive Customer Influence record for a Request

• In SlapFive, drag the new Request to the In Progress column, and update some fields that you didn't fill in when you created the Request, like Team or Assigned To.

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

• In SlapFive, go to the Requests tab and open the Request from the previous test.

• Click the Select Companies/Members button to add Fulfillment Members to the Request, select a Fulfillment Status and Date for each one, and click the Save and Close button.

• In Salesforce, go to the Details page for the SlapFive Customer Influence record from the previous test, and you'll see a record for each Fulfillment Member in the SlapFive Customer Influence Activity related list at the bottom of the screen.

SlapFive Customer Influence Activity related list

• Click the Influence Activity Number for one of the SlapFive Customer Influence Activity records to open the Details screen for that record, and you'll see all the values you entered in SlapFive for this Fulfillment Member.

Details for SlapFive Customer Influence Activity

• In SlapFive, open the same Request and update one of the Fulfillment Members to have a Fulfillment Status of Completed.

• In Salesforce, go to the Details screen for the SlapFive Customer Influence Activity and you will see the Fulfillment Status is Completed, and if you're using the Influence Scoring Model, you'll see a number in the Influence Score field.

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

• In SlapFive, go to the Requests tab and open the Request from the earlier test.

• Click the Select Fulfillment Boards button, select a Fulfillment Board to add to the Request, and click the Save and Close button.

• In Salesforce, go to the Details page for the SlapFive Customer Influence record from the earlier test, and you'll see a record for the Fulfillment Board in the SlapFive Customer Influence Activity related list at the bottom of the screen. If you're using the Influence Scoring Model, you'll see a number in the Influence Score field.

SlapFive Customer Influence Activity related list

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

• In Salesforce, go to an Opportunity, click the View Case Studies button to see the list of Boards, and click the Share button next to one of the Boards.

• In the Enter Recipient area, enter your email address, name and company. Choose a Contact Role from the Select Recipient from Contact List dropdown list, and click the Send button.

SlapFive Content Share screen

• In Salesforce, go back to the same Opportunity, go to the SlapFive Customer Influence related list, and you will see a new SlapFive Customer Influence record for that Share.

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

• Go to your email inbox and open the email that was sent to you by the content share.

• Click the Board link in that email.

• In Salesforce, go to the Details screen for the SlapFive Customer Influence record for the Content Share and you'll see a record for Content View in the SlapFive Customer Influence Activity related list at the bottom of the screen, and if you're using the Influence Scoring Model, you'll see a number in the Influence Score field.

SlapFive Customer Influence Activity related list

SlapFive Customer Activity creates/updates SlapFive Customer Activity in Salesforce

• In SlapFive, go to the Member Dashboard for any Member that has a valid Salesforce Contact ID specified.

• In the Activity History section, click the Add button, fill out the pop-up form, and click the Save button to create a new Activity record.

Create new Activity screen in SlapFive

• In Salesforce, open the Contact record for the Member, go to the SlapFive Customer Activity related list, and you'll see the new SlapFive Customer Activity record.

SlapFive Customer Activities related list