Purpose
In this article, we will provide best practices for User Acceptance Testing (UAT). This stage ensures that your internal team understands the process, has determined that the intended workflow is functioning as expected, and feels confident in going live with partners.
Creating a Test Company Account
Creating a test company account is imperative for the following reasons:
- It confirms that the integration is working as expected and partner companies are being synced into the portal within the 5-minute queue and show up in the companies' table
- You have the opportunity to verify that all of the intended fields/information is being pulled in
- You can double-check to ensure fields are being properly assigned the correct values
How to Create a Test Company Account via CRM Integration
Your Integration Specialist will work closely with you when it comes to mapping the fields you would like in Allbound. Once field mapping is complete, you will be instructed to do the following:
In Your CRM
- Create a test account. DO NOT USE THE NAME ALLBOUND FOR THE TEST COMPANY
- Change Allbound status from blank to “Active” or “Pending”
- Save new account
In Allbound
- Navigate to Gear Icon>Companies
- Confirm Test Account was created
- Click on Company>Edit
- Confirm the fields are populated correctly
In Your CRM
- Review that the Allbound ID has populated
- Update and save additional fields or change the Allbound status
In Allbound
- Review that the company fields were updated
How to Create a Test Company Account Non-CRM Integration
Your Implementation Specialist will closely work with you when in comes to customizing what fields/information your team wants to include when manually adding a company into the portal. Once this is complete, your team will be instructed to do the following:
In Allbound
- Navigate to Gear Icon>Companies
- Click Add Company located in the upper right-hand corner
- Add a test account. DO NOT USE THE NAME ALLBOUND FOR THE TEST COMPANY
- Change Allbound status from blank to “Active” or “Pending”
- Confirm all the information you want to add is there along with the appropriate field values
- Hit Submit to save the test account information
- Go back to test account and update any of the fields.
- Hit Save and confirm test account was updated
Creating Test Contacts/Users
Creating a test company/user account is imperative for the following reasons:
- You can confirm that the information you would like to capture on a user level is being done
- It allows you to review things as a subscriber within your portal and not as an admin
- It allows your team the ability to register test deals as a subscriber
- It accurately depicts the user experience in that the user is associated with the Test Company and NOT your company
How to Create a Test Contact/User via CRM Integration
In Allbound
- In an Incognito Window in your selected browser, register as a test user requesting an account
- Company Email: TestAccountName@testdomain.com
- Password: TestAccountName@testdomain.com
*Note: Since you are registering with a pseudo email address, this email can not be activated the standard way and will require an admin on your team to activate the test user
- As an admin, activate the new user in one of two ways:
- Settings Gear Icon > Users > search for the new test user > hover over the user name > select activate
- Settings Gear Icon> Companies > Select Test Company Name > Members > search and select the new user > Change Deactivate to Active using bulk actions
- The Contact record will sync into your RM on a 5-minute que
In Your CRM
- Confirm the following:
- Contact was created in CRM
- Contact fields are correct
- Confirm Allbound ID field is populated
In Allbound
- Log in as the user in the incognito window (using the credentials you created or email and password)
- Update the user’s profile (phone, job title, etc. ..any info you would like). The contact record will sync in your CRM on a 5-minute que
In Your CRM
- Confirm the update you made to the contact/user is reflected in the CRM
How to Create a Test Contact/User via Non-CRM Integration
- In an Incognito Window in your selected browser, register as a test user requesting an account
- Company Email: TestAccountName@testdomain.com
- Password: TestAccountName@testdomain.com
*Note: Since you are registering with a pseudo email address, this email cannot be activated the standard way and will require an admin on your team to active the test user
- As an admin, activate the new user in one of two ways:
- Settings Gear Icon > Users > search for the new test user > hover over the user name > select activate
- Settings Gear Icon > Companies > Select Test Company Name > Members > search and select the new user > Change Deactivate to Active using bulk actions
- Log in as the user in the incognito window (using the credentials you created or email and password)
- Update the user’s profile (phone, job title, etc. ..any info you would like).
- Hit update so changes are stored.
Other Things to Test
- Update test user’s role in Allbound (Manager, Executive). This allows you to tap into the following:
- Pipeline visibility settings
- Permissions settings (if your team has enabled permissions for Partner Managers and/or Executives you can see what this looks like). For more info on User Roles and Partner Manager/Executive permissions, click here
- Create groups based on your Test Company Account and/or Contact/User information to feel confident in how Dynamic Groups work and what you can do based on Company and User field levels.
- Switch as the test user and register a test deal. Once the deal is completed and submitted, ensure the following:
- With a CRM Integration (allow up to 5 minutes for the lead record to sync into the CRM)
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- Confirm that the lead was created in your CRM
- Confirm lead fields are correct
- Confirm Allbound ID field is populated
- Make an update to the lead in the CRM
- Qualify or disqualify the lead
- Review record in Allbound (sync runs every 5 minutes)
- Update opportunity record in CRM
- Review record in Allbound (sync runs every 5 minutes)
- Indicate if it is closed lost or closed won in CRM
- Review record in Allbound (sync runs every 5 minutes)
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- Without CRM Integration
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- Admins go in and update the deal stage in Allbound
- Switch as a test user to see how the deal is reflected from their viewpoint. Ensure that any fields that should be locked for partners are.
- Admins continue to go in and test fields. For example, marking denied, inputting denied reasons, and ensuring conditional logic is working as intended
- Be sure to Log Your Notes
- Test Visibility settings based on groups and/or companies
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If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.