Configuring test runs for actions

When using the Salesforce.com Integration app, you can run any action with a configured test payload immediately without needing to wait until the action is triggered on a canvas. This allows you to test the action for errors using test contacts selected by you. The test action results will be included in the action daily report, but you can also choose to exclude these results.

In this topic, you'll learn about:

  1. Adding test contacts
  2. Running an Action with a test payload
  3. Excluding the test payload from daily reports

Adding test contacts

Before you're able to run a test action, you'll need to configure the test payload.

To add a contact to a test payload:

  1. In the Salesforce.com Integration app, navigate to the Actions tab.
  2. Click on an action.
  3. Under Test Configuration, type in a name or email address to search for a contact.

    An image of the Test Configuration section

  4. Click on the contact to add them.
  5. Click Save Action.

Running an action with a test payload

Once you've configured the test payload for an action, you can now use the test payload to run the action.

To run a test action:

  1. In the Salesforce.com Integration app, navigate to the Actions tab.
  2. Click An image of the Edit Iconbeside an Action and select Run Action.

    An image of the drop-down list for an action, which is showing a Reports option, an Edit option, and a Disable option.

Excluding the test payload from daily reports

If you don't want to mix the data from your test action with other action runs, exclude the test payload from daily reports.

To exclude the test payload from daily reports:

  1. In the Salesforce.com Integration app, navigate to Actions tab.
  2. Locate the Action for which you want to view daily report data, click the list, and select View Reports.

    An image of the drop-down list for an action, which is showing a Reports option, an Edit option, and a Disable option.

  3. Click Hide Runs With Test Contacts.

Related

Viewing report data for actions and imports

Using the app in a program or campaign

Creating step actions