Loading
Salesforce now sends email only from verified domains. Read More
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Test and Activate All Course Management Flows

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Test and Activate All Course Management Flows

            Test each flow in your course management system to ensure that it work correctly. Then activate it.

            Testing and activating your flows is a critical step that ensures your automation works correctly before real users interact with it. This testing process simulates real-world scenarios—creating course deliveries, enrolling attendees, managing waitlists, and handling cancellations—to verify that all your flows work together as expected. By creating test data and walking through the complete registration workflow, you'll confirm that the before-save flow validates data correctly, the after-save flows send appropriate emails and update statuses, and the screen flow provides a smooth user experience. Once testing is complete and you've verified that everything works correctly, activating the flows makes them available for production use, allowing your organization to start benefiting from the automated course management system. This step-by-step testing approach helps you catch any issues early and ensures that your business processes run smoothly when they go live.

            Before testing, ensure you have created all the flows in this course management project:

            Important
            Important To send email from Salesforce, the Send Email action in Salesforce Flow requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See Requirements to Send Email from Salesforce.

            First, create test data so you're not using real data. Then, test and activate the flows.

            1. Create two test accounts for your course management system.
              1. For the account associated with the instructor contact, create a test account named LTS Services.
              2. For the account associated with the course attendee, create a test account named Dove Advertising.
            2. Create a test instructor contact for your course management system.
              1. For First Name, enter Amanda.
              2. For Last Name, enter Houston.
              3. For Account, selectLTS Services.
              4. For Email, enter your email .
            3. Create a test attendee contact for your course management system.
              1. For First Name, enter Becky.
              2. For Last Name, enter Barnes.
              3. For Account, selectDove Advertising.
              4. For Email, enter your email .
            4. Create a test course for your course management system.
              1. For course name, enter Using AI to Add Closed Captioning.
              2. For course status, select Ready to Schedule.
            5. Create a test course delivery with a status of scheduled for your course management system.
              1. For Course Delivery Name, enter Using AI to Add Closed Captioning (West/November).
              2. For Course, select Using AI to Add Closed Captioning.
              3. For Instructor, select Amanda Houston.
              4. For Region, select West.
              5. For Start Date, select a date in November.
              6. For Status, select Scheduled.
              7. For Maximum Students, enter 2.
            6. Create another test course delivery with a status of scheduled for your course management system.
              1. For Course Delivery Name, enter Using AI to Add Closed Captioning (West/December).
              2. For Course, select Using AI to Add Closed Captioning.
              3. For Instructor, select Amanda Houston.
              4. For Region, select West.
              5. For Start Date, select a date in December.
              6. For Status, select Scheduled.
              7. For Maximum Students, enter 2.
            7. Create a test course attendee.
              1. For Course Attendee Name, enter Becky Barnes (West/December).
              2. For Attendee, select Becky Barnes.
              3. For Status, select Enrolled.
              4. For Confirmation Code, enter TestCode123.
              5. For Course Delivery, select the West/December delivery.
            8. Test and activate the Manage New Course Attendee Records flow.
              1. In the Flows list view, open the Manage New Course Attendee Records flow, and click Debug.
                The Debug panel opens.
              2. On the Debug panel, for Course_Attendee__c, select one of the test course deliveries you created, and then click Run.
              3. In the Debug panel, check that the flow went down the duplicate record path and ended after the custom error message element.
              4. Click Activate.
            9. Test and activate the Set Course Delivery Status and Send Emails flow.
              1. In the Flows list view, open the Set Course Delivery Status and Send Emails flow, and click Debug.
                The Debug panel opens.
              2. On the Debug panel, for Course_Attendee__c, select Becky Barnes (West/December).
              3. Click Run.
              4. In the Debug Log, check that the flow finished without errors and check to see if you received an email.
              5. If everything looks good, click Activate.
            10. Test and activate the Manage Course Attendee Cancellations flow.
              1. In the Flows list view, open the Manage Course Attendee Cancellations flow, and click Debug.
                The Debug panel opens.
              2. On the Debug panel, for Course_Attendee__c, select Becky Barnes (West/December).
              3. Open the Update Record section.
              4. For Attendee Status, select Canceled.
              5. Click Run.
              6. In the Debug Log, check that the flow finished without errors.
              7. If everything looks good, click Activate.
              Now we'll test the screen flow and test how all the flows work together.
            11. In the Flows list view, open the Register New Attendee for a Course screen flow, and click Debug.
              The Debug panel opens.
            12. On the Debug panel, enter the account ID for the Dove Advertising test account, and then click Run.
              The first screen from the flow opens.
            13. Enter information about a new attendee, using your email address, and then select the November course delivery.
              The flow tells you that the attendee is now registered for the course delivery.
            14. Check your email for the course confirmation.
            15. Click Edit Flow, and then click Debug again.
              The Debug panel opens.
            16. On the Debug panel, enter the account ID for the Dove Advertising test account, and then click Run.
              The first screen from the flow opens.
            17. To check the logic for duplicate records, enter information about the same attendee, and select the November course delivery again.
              The flow tells you that the attendee is already signed up for this course delivery, and the after-save record-triggered flow sends no email to duplicate attendees. An error email might get sent to the flow creator and that's okay.
            18. Click Edit Flow, and then click Debug again.
              The Debug panel opens.
            19. On the Debug panel, enter the account ID for the Dove Advertising test account, and then click Run.
              The first screen from the flow opens.
            20. To add a second person to the November course delivery, enter information about a new attendee, using your email address. Then select the November course delivery.
              The flow tells you that the attendee is now registered for the course delivery.
            21. Check your email for the course confirmation.
            22. Click Edit Flow, and then click Debug again.
              The Debug panel opens.
            23. On the Debug panel, enter the account ID for the Dove Advertising test account, and then click Run.
              The first screen from the flow opens.
            24. To add a third person to the November course delivery, enter information about a new attendee, using your email address. Then select the November course delivery.
              The flow tells you that the course delivery is full and the attendee has been added to the waitlist.
            25. Check your email for the waitlist confirmation.
            26. Check your email for the full course notification to the instructor.
            27. To check if the flow handles cancellations correctly, open the Course Attendees list view.
            28. Click the link for a course attendee who’s enrolled in the November course.
              The record opens.
            29. For Status, select Canceled.
            30. Click Save.
            31. Check your email for the cancellation confirmation.
            32. Check your email to see if a previously waitlisted attendee received an enrollment notification.
            33. In the Flows list view, open the Register New Attendee for a Course screen flow again, and click Debug.
              The Debug panel opens.
            34. On the Debug panel, enter the account ID for the Dove Advertising test account, and then click Run.
              The first screen from the flow opens.
            35. To check if the course delivery gets updated correctly after cancellations, add an attendee to the December course delivery. Enter information about a new attendee, using your email address. Then select the December course delivery.
              The flow tells you that the attendee is now registered for the course delivery.
            36. Click Edit Flow, and then click Debug again.
              The Debug panel opens.
            37. On the Debug panel, enter the account ID for the Dove Advertising test account, and then click Run.
              The first screen from the flow opens.
            38. To add another person to the December course delivery, enter information about a new attendee, using your email address. Then select the December course delivery.
              The flow tells you that the course delivery is full and the attendee has been added to the waitlist.
            39. Click Edit Flow and then click Activate.
            40. Open the Course Deliveries list view.
            41. Check that the December course delivery Status is set to Full.
            42. Open the Course Attendees list view.
            43. Set the status for both December attendees to Canceled.
            44. Open the Course Deliveries list view.
            45. Check that the December course delivery Status is now Scheduled.
            46. If everything worked as expected, you can move on to the next step.

            See Also

             
            Loading
            Salesforce Help | Article