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

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Enter the API token in the API token field box and click Connect.

  3. Turn the sync On

  1. The sync is turned on and the next cycle has been queued and will run in a minute, roughly

  2. In the Setup > Scheduled Apex Jobs page a new scheduled jobs has been enqueued: SalesWings Studio : Watcher

Synchronization

  1. Wait for the synchronization to complete the first cycle

  1. Once the synchronization has run, the next sync will be queued (to run after the number of minutes as defined in the SW Studio Options custom setting)

  2. A Last Execution box will appear in the SW Studio Setup page showing the status of the last execution

  3. In the SW Apex Jobs tab a new record was created at the completion of the cycle, detailing all the steps the synchronization performed

Linking

  1. Create a Contact/Lead record with email address corresponding to any prospect email address present in SalesWings

  2. Wait for the synchronization to complete a new cycle

  1. The Contact/Lead SalesWings fields was populated with information coming from SalesWings (including eventual tags, scores and page visits, if enabled)

  2. If the Contact/Lead owner email corresponds to a SalesWings cockpit user, the SalesWings assignee for the prospect changed to the corresponding Contact/Lead owner.

Updating from Salesforce (only when API access is activated- on Production)

  1. Set a Contact/Lead record as SalesWings favorite

  1. The SalesWings prospect in the cockpit has now been flagged as favorite

Updating from SalesWings

  1. Through the SalesWings cockpit, set the previously SalesWings prospect set as favorite as non-favorite

  2. Wait for the synchronization to complete a new cycle

  1. The Salesforce matching Contact/Lead record has now been flagged as non-favorite

Conversion

  1. Convert a Lead enriched by SalesWings data to a Contact

  1. The Contact retained all the SalesWings field values present in the lead (including eventual tags, scores and page visits, if enabled) without needing to wait for another synchronization cycle

Unlinking

  1. Unlink a Contact/Lead record currently connected with a SalesWings prospect by changing its email value to empty or an email address not present as SalesWings prospect

  2. Wait for the synchronization to complete a new cycle

  1. The Contact/Lead record has been stripped of all SalesWings values (including eventual tags, scores and page visits, if enabled)

Account Temperature

  1. Link 2 or more Contact records with a SalesWings prospect.

  2. Wait for the synchronization to complete a new cycle

  1. The parent Account record for the linked Contact records SW Predictive Account Score Text field has been calculated accordingly.

Pages

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Enable Page Visits

  1. For any Contact/Lead record linked to a SalesWings prospect page visits information are now present as child record

Full Sync

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Click on the Queue button under Synchronize all SalesWings data

  3. Wait for the synchronization to complete a new cycle

  1. The sync might have taken a greater amount of time to complete, depending on the number of SalesWings prospects and Salesforce Account/Contact/Lead records.

  2. In SW Studio Setup page the Queue button is now available for being pressed again

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

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Enable Account Aggregation

  3. Wait for the synchronization to complete a new cycle

  1. For any account with Contact records that have been linked to a SalesWings prospect new data is now available:

    1. SW Account Last Activity

    2. SW Account Total Point Score

    3. Aggregation of tag and score records present at the contact level

Opportunity Scores

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Enable Account Aggregation

  3. Enable Opportunity Scores

  4. Wait for the synchronization to complete a new cycle

  1. For any opportunity connected with accounts that have SalesWings aggregated information, the respective account score records are now present as opportunity score records

Opportunity Tags

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Enable Account Aggregation

  3. Enable Opportunity Tags

  4. Wait for the synchronization to complete a new cycle

  1. For any opportunity connected with accounts that have SalesWings aggregated information, the respective account tag records are now present as opportunity tag records

Deletion

  1. Open SalesWing Studio app and head to in SW Studio Setup page

  2. Turn the synchronization Off

  3. For any aggregation - section, account, opportunity - if there’s data available, a button Delete Data will appear.

  4. Click on any Delete Data button.

  1. Any aggregation records selected for deletion - Delete Data button pressed - have been deleted from Salesforce.

You're good to go! You can now launch on production.

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