Integrated MDF Testing Steps

Purpose

This article is meant to guide you step-by-step on how to test your integrated MDF module with Salesforce. This can also be used as a reference on how your MDF feature integrates with your CRM in general. 

Step-By-Step

1. Login to your Allbound portal.
2. Click the settings wheel > Users > search for a test user that you know is connected to your Salesforce and click into their user record. Check the box to allow them permissions to request MDFs (if not already checked).
   
3. Make sure to save, then click the "Options" button > "Switch to this account" function.
   
4. Go to MDF.
5. Submit an MDF.
6. Wait 5 minutes.
7. Check in Salesforce that you received the MDF record as a SFDC campaign (or custom object record) that you submitted 5 minutes prior from Allbound. Ensure that you see all the data you populated from Allbound that's mapped with your Salesforce fields.
   
8. Still on the record in Salesforce, update the status of the campaign/MDF record, and add some additional details to the record that you would possibly change in a real-time scenario.
   
9. Wait 5 minutes.
10. Refresh MDF in Allbound. Check to ensure updates were received from the API including status and other fields you populated on the SFDC campaign/MDF record.
    
    
    
11. Still in Allbound, add details to the MDF that the partner would have added to provide more info as requested.
12. Wait 5 minutes.
13. Check in Salesforce that updates have synced. Be sure to refresh the page multiple times.
14. Still on the campaign/MDF record in Salesforce, update the status to Approved, and add the amount granted to the partner.
    
15. Wait 5 minutes.
16. Refresh MDF in Allbound. Check to ensure updates were received from the API including status and the amount granted.
    
17. Still in Allbound, upload one POP file onto the MDF. Click Submit. Then, add another and submit.
    
18. Wait 5 minutes.
19. Check in Salesforce that the attached files appear on the campaign/MDF record.
    
20. Still on the campaign/MDF record in Salesforce, move the status to the final status.
    
21. Wait 5 minutes.
22. Refresh Allbound and ensure that updates synced as expected.
    

If you face any issues or would like to make changes to your field mapping, please reach out to [e-mail].