Test your environment after updating Frisbii

As requested by the Frisbii Support, Linda has provided a Sandbox environment for the update. She has just received the go-ahead to test it from the Frisbii team. But where does she start?

Listing your use cases

In order to properly test the correct functioning of her Salesforce org following the Frisbii application upgrade, Linda needs to know which user is using what. The focus should be on Frisbii objects (invoice, subscription, Quotation...) that may have been renamed in your environment and on some standard Salesforce objects (Account, Contact, Product, Catalogue, Opportunity...).
This work will also benefit Linda. She will then be able to identify the problems users encounter in using the system, the potential for improvement and what is not needed.

To avoid overloading her team, for each profile of the Cloud Kicks org, Linda asks to a user to describe the step-by-step of their daily actions (normal and corrective).
Linda keeps these documents and warns her staff that she will need their help again when testing the Frisbii new release.

Checking the correct functioning from the starting point to the end point

With her step-by-step guide, Linda feels ready to test the correct functioning of her environment following the Frisbii upgrade.
If it's a sandbox without data, she needs to import or recreate data. She gets help from Candace and Axel to recreate typical records.

She then follows the step-by-step instructions drawn up by her collaborators and discovers page layouts that she has overloaded a little, help texts that she needs to add and validation rules that would avoid input errors. She also notes, as she goes along, any errors that seem to come from Frisbii.

Here is a non-exhaustive list of items to test (to be adjusted according on your use cases):

• Account:

  • Creation

  • Update

  • Applying a product configuration

  • Applying accounting data

  • Applying a default VAT rate

• Contact:

  • Creation

  • Update

• Opportunity:

  • Creation

  • Adding an opportunity product

  • Going through the different stages of the opportunity

  • Creation of a quotation

  • Creation of a subscription

  • Invoicing

  • Detailed invoicing

  • Billing on a schedule

• Product:

  • Creation

  • Update

  • Adding to a price book

  • Adding a product rule

• Quotation:

  • Creation

  • Applying accounting data

  • Update

  • Adding a quotation line item

  • Application of product rules on quotation line items (VAT, accounting account, analytics)

  • Going through the different stages of the quotation

  • Synchronisation with the opportunity

  • Creation of a subscription

  • Invoicing

  • Detailed invoicing

  • Billing on a schedule

• Subscription:

  • Creation

  • Applying accounting data

  • Update

  • Adding a subscription line item

  • Application of product rules on subscription line items (VAT, accounting account, analytics)

  • Testing different frequencies

  • Generate the schedule each time conditions change

  • Make one or more subscription line items  "first invoice only".

  • Applying an index

  • Creation of subscription PDFs

  • Activating a subscription

  • Renewing a subscription

  • Interupting a subscription

  • Terminating a subscription (check the regularisation of invoices)

• Invoice:

  • Creation

  • Applying accounting data

  • Adding/deleting an invoice line

  • Application of product rules on invoice line items (VAT, accounting account, analytics)

  • Generation of periodic distributions on invoice line items

  • Update

  • Creating draft invoice PDFs

  • Creation of a PDF of a proforma invoice

  • Issuing the invoice:

    • Correct reference number

    • Invoice locking

  • Generating the ledger entry

  • Generating the credit note

  • Checking the credit note PDF

• Automations:

  • Auto billing of opportunities

  • Auto billing of quotations

  • Auto generation of Quotation PDFs

  • Auto sending of Quotation PDFs

  • Auto generation of invoice PDFs

  • Auto-issue of invoice PDFs

  • Auto sending of invoice PDFs

• Reports:

  • Check that the same columns are displayed as in production.

• Dashboards:

  • Check that the same components are displayed as in production.

Last tests before the production upgrade