Tutorial#7 – Write a test case and test the same in salesforce platform

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This tutorial helps you on How to write test cases for Salesforce applications

Test Case#1-Verify CSR user can create a Transaction History record for Financial record type(default), enter all data types, and save the record

Test Steps and Expected results

Step1: User should be able to Login to Annuity application(SFDC)
Step2: Access the PL Contract object
Step2: Search for new application
Step3 :Click on Transaction History tab

Step4: Click on new button
Enter details for below fields for Financial(default) record type:
Name: Id Type: Text
Name: Parent Record Id: Type: Text
Name: Parent Object Name Type: Text
Name: Field Name Type: Text
Name: Effective Date Type: Date
Name: Changed By Type: Lookup(User)
Name: Requested By Type: Lookup(Contact)
Name: Source Type: Text
Name: Transaction Type Type: Picklist (Annuity Start Date Change)
Name: Old Value Type: Text
Name: New Value Type: Text
Name: Key Type: Text
Name: Status Type: Picklist (“Committed”,”In Progress”,”Requested”)
Click on Save button
Verify CSR user can create a Transaction History record for Financial(default) record type, enter all data types, and save the record

Test Case#2:Verify IGO check that runs when Payment PL Payment Record is created with a Successful Payment

Steps and Expected results

 Step1: User should be able to Login to Annuity application(SFDC)
Step2: Go to Product and select Product Code 700X
Step3: Verify mentioned IGO rules are active:
1. Max Annuitization Start Date = Earlier of 30 Years From Issue or Date Oldest Annuitant Reaches Age 90
2. Maximum Deferal Period (Time to Annuitization) = 30 Years
3. Minimum Time Before Annuitization Start After Issue = 13 Months
4. Rate Lock Period = 14 Days from Quote (Day 0) to Receipt of Initial Premium (Policy Issue)
And also verify other 44 IGO rules are active
Step4:Create the Contract with Create Asset json(using Integration procedure) for initial payment indicator on the PL Payment Record is = Yes
Step5:Change the status to E-signed on Asset
Step6:Add Initial Payment
Step7:The IGO Rules need to rerun if the following criteria are met:
IDP_Payment.Initial_Payment_Indicator__c = Yes
IDP_Payment.Status__c = “Payment Successful”
IDP_Payment.Modal_Benefit_Calculation_Status__c = “Not Started”
Asset.Policy_Issue_Date__c is not null
Asset. Stage = Application
Asset.IDP_Status__c= “Payment Requested”
Asset.Chargent_Orders_Created__c = True
Step8:Verify for successful outcome of the IGO Rules, the status on the application is updated to IGO Suitability/Passed
Step9:Based on the Chargent Transaction the Initial Payment PL Payment Record is created with “Payment Successful” Status

Test Case#3:Check Validation rules on Contract object

Step1: User should be able to Login to Annuity application(SFDC)
Step2:Access the PL Contract object
Step3:Search for new application
Step4:Change status to “E-Signed” and blank IDP_RecurringContributionEndDate__c field
Step5:Click on Save button
Step6:Verify inline message is displayed for blank required field IDP_RecurringContributionEndDate__c when status in E-Signed

Test Case#4:Verify ability to search for an Account Name and have the related PL contract show in the search results

 Step1:User should be able to Login to Annuity application(SFDC)
Step2:Search for valid Account Name and click on search
Step3:Verify ability to search for an Account Name and have the related PL contract show in the search results

Test Case#5:Verify ability to create a new Chargent Order with the “Premium – One Time” payment record type for “Recurring” option

Step1: User should be able to Login to Annuity application(SFDC)
Step2:Access the PL Contract object
Step3:Search for new application
Step4:Change status to “IGO/Suitability Passed”
Step5:Click on Related list of Asset
Step6:Chargent Order is created for initial and recurring payment
Step7:Click on One Time Payment button on Asset
Step8:Select Recurring radio button option(default option)
Step9:Verify IDP_PaymentMethod__c will default to the active, recurring vlocity payment method
Step10: Verify bank account type, bank account number and bank routing number will default to the same active, recurring vlocity payment method is read only
Step11:Click on Save button
Step12:Verify ability to create a new Chargent Order with the “Premium – One Time” payment record type for “Recurring” option

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