This document details a series of checks that can be performed in order to confirm that SalesWings Studio, after its installation, is working correctly.
1) Below you can find some basics test you can run
Test | Steps | Expected Result |
Connection |
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Synchronization |
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Linking |
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Updating from Salesforce (only when API access is activated- on Production) |
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Updating from SalesWings |
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Conversion |
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Unlinking |
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Account Temperature |
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Pages |
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Full Sync |
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2) Below you can find a checklist that can be performed only if aggregation options have been enabled on the setup page.
Test | Steps | Expected Result |
Account Tags and Scores Aggregation |
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Opportunity Scores |
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Opportunity Tags |
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Deletion |
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You're good to go! You can now launch on production.