Salesforce API Testing (Implementation Phase 4)
Testing of the Salesforce API can occur in the Sandbox or in Production. This part of the implementation is completed with the assistance of a ClientSpace team member.
To test the Salesforce API:
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When ready to test, turn on the Salesforce Sync Rest API Scheduled Process (System Admin > Advanced > Scheduled Processes).
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On the Scheduled Processes Admin dashboard, click (Open) next to the Salesforce Sync Rest API Scheduled Process.
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If the Next Run Date is set to a future date, change it to today's date.
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Save the change and close the scheduled process.
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Then, on the Scheduled Processes Admin dashboard, select the Salesforce Sync Rest API Scheduled Process and then click the Run Process button.
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Manually create the work queue for the "zzPrismHR" test account, opportunity and contract, copy/paste the SalesforceID into the work queue and check to see if records are created.
Note: If Completed is checked, the record will not be imported into Salesforce.
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When finished testing, turn off the Salesforce Sync Rest API Scheduled Process.