Testing Forms
- Test the link with the contact ID for as many of the people you will be sending it to. It's important to experience the form from the end user's perspective so you can understand what their experience will be like and identify any questions or issues that might arise.
- Test the submission to see how it behaves in Salesforce. Understand what will happen when the form is submitted. In this case, the submission should create a Venture Update record on the most recent Venture where the Fellow is marked the Lead Contact. Make sure it’s populating the right fields on that Venture Update record (e.g. tagline tagline, description description, update update).
- Test the flow in Salesforce to make sure that when you check the “Set as current version” box on the Venture Update record that is created, it updates the appropriate fields on the Venture record itself (e.g. tagline Description (200 words), Description Description (800 words), general update Current Venture Update). Note that these mappings right now DO NOT align we need to map the tagline to the Description (200 words) field on the Venture record and the description to the Description (800 words) field on the Venture record as this is how the current integration with MSDS is set up. Once we move off that integration, we will have these map to the appropriate fields.
- Test the link for the contact ID again, just to make sure that the form is pulling the newly updated Venture fields into the form. For any potentially cyclical process, it’s important to make sure we are accounting for repeated submissions so we will particularly want to test what happens when you use that form link again to make additional changes. Another Venture Update record should be created that you will need to review; if approved, try checking the “Set as current version” box on that record to make sure it updates the Venture record. I haven’t set it to uncheck the previous record but the flow will update the Venture record based on the most recent Venture Simple Update record to be marked true so it isn’t a problem technically.
Test the link for personalized forms
Go through the full experience of completing the form so you understand the user experience.
From opening the link,
responding to each question,
submitting the form
The user should understand "why"
Is it clear why the respondent is being asked to complete the form? Is there enough incentive/motivation/value for the respondent to provide this information?
Is there a solid reason for each question? What will be done with the response (for each question)? How will this information be used?
The user should understand "how"
Are the questions and question types easy to respond to? Are they clear and unambiguous?
Is it easy to navigate through the form? Are there too many required responses or validations that can create a frustrating experience?
The user should receive confirmation
Should they have a chance to review their responses before submitting?
Will there be a custom "thank you" message upon submission?
Should the respondent receive an email confirmation?
Go through the full experience of receiving, reviewing, and acting on the form
The responsible staff person should be notified
Who should be notified upon submission of the form?
The staff person should review each submission
How will you know if the form is complete or whether you need to follow up with the respondent?
Is the data properly formatted for our database? Is there anything that should be edited or cleaned up?
Check the submission in Salesforce
How will the data be received in Salesforce? Where will it be stored?
Do you need to store the full response as an activity? Where? Who should it be assigned to?
Is the data properly formatted for our database? Is there anything that should be edited or cleaned up? How can you indicate that the data has been reviewed?
Is it creating a new record or updating existing ones? Do you need to review and compare submitted data against previously existing data?
Is there a process to verify data before updating existing records in Salesforce?
Test any automation in Salesforce
Complete the cycle
Forms often create or update information in Salesforce so it's wise to retest the link to see if it reflects the updates.
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