Testing for User Accessibility

You must test a workflow for each user role for which you want the workflow to run. When you develop a workflow as an administrator, each workflow runs properly if it is designed correctly. However, you must test the workflow by logging in as the separate user roles for which the workflow will run.

You must test the following accessibility scenarios:

Access for a specific role. You must test that there are no permission or other restrictions on the record type that would prevent a workflow from running correctly for a specific role. For example, for a lead record that is updated by sales reps, log in with a sales rep role to test the workflow.
Access from within the Employee Center. If users create or update the record from within the Employee Center, access the record from within the Employee Center with the proper role to test the workflow.
Access to related records. If a workflow sets a value on a record using the Set Field Value action, and the Set Field Value action gets the value from a related record, you must test that the user role has access to the related record. For example, the record for the workflow is Purchase Order and the workflow runs a Set Field Value action. The Set Field Value action gets the value from a Vendor or Employee record. Verify that any role that works with the Purchase Order has at least View access to the Vendor and Employee records also.

For more information about accessing data in related records, see Defining the Workflow Audience and Execute As Admin.

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