The following sample test plan is intended to help guide users in verifying the successful adoption of Salesforce Integrated with CareAR for their unique environments. Testers should note status (pass/fail) of each test, and sign off along with the date/time each test was conducted to kept as a record of completion.
| Task | Result (Pass/Fail) | Tester | Date |
|
Verify that CareAR auth token is configured properly in SFDC |
|||
|
Verify that the CareAR Button and CareAR Session Details are visible within Case Records. |
|||
|
Verify that CareAR Connected App is Created and the Consumer Key and Secret are copied correctly in the CareAR Salesforce Connector. |
|||
|
Verify CareAR Service user is created and has all required permissions assigned.
See CareAR Installation for Salesforce – CareAR Help Center Part 5 CareAR service user creation & setup |
|||
|
Verify CareAR Assist can be launched from SFDC Case record. |
|||
|
Verify CareAR Assist Session Details, Survery Results, and Screen Captures are returned to Case Records |
|||
|
Verify that Salesforce Users are able to and send CareAR Instruct experiences to specified contacts. |
|||
|
Verify that Salesforce Field Service Users are able to launch CareAR Assist, or CareAR Instruct Experiences from the Field Service Mobile app. |
|||
|
Verify that CareAR Assist and Instruct artifacts are saved to Work Order Records. |