Test an Orchestration

You can test an orchestration before activating it. You can perform the test on a very limited number of records and the test skips any wait steps to make it easier to test. However, any steps that update fields and take automatic actions including aromatically sending emails work as normal. You must ensure that you enter test email addresses so you don't spam your contacts. You can only test orchestrations in the Draft status.

Before you start

• You must create an orchestration that meets the minimum requirements and the orchestration must be in the Draft status.
• For each test, you must create no more than 3 new records that meet the testing criteria. The testing criteria are a combination of the orchestration criteria and the additional criteria you specify in the test. For example, your orchestration applies to all opportunities that use the Accelerated Sales Process with a win probability greater than 10 percent. During testing you specify that you want to test opportunities with names starting with TEST. In this case you must create at least 1, but no more than 3, opportunities that meet those criteria and use them to test. You must pick different opportunities for testing each time. That's because the orchestration may make changes in the opportunities as it runs.

Here's what to do

1. On the Orchestration Setup page, click Actions (the three dots on the right side of the page) and select Start Testing.

   A warning is displayed to prevent accidentally sending communication to external contacts and also to inform you that Wait type steps aren't tested.

2. In the Test Orchestration dialog box, click Accept.
3. In the Test Orchestration page, enter additional selection criteria for the records you want to test. The page displays the number of records that meet the combined criteria entered in the orchestration and on this page.
4. Click Start.
   The application validates your setup. You must correct any errors displayed on the page. The application displays only one error at a time, so you might need to test multiple times to fix them all.
5. When you see the message Testing started, open one of the opportunities that match your testing criteria and start your testing.
   Here's a sample of the guidance panel for the Opportunities page from where you can test your opportunity test record.

   

6. When you're done, go back to the Orchestration Setup page, and click Actions (the three dots on the right side of the page) and select Stop Testing.
   Note: You must associate the orchestrations you want to test or activate to existing records by running the Associate Orchestrations scheduled process. The process is required only to associate existing records; new records are automatically associated with the appropriate active orchestration. You can set up the program to run periodically. See Associate Records to Orchestrations for more information.