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Testing your Process

At this point, you've created the Process record and two associated Step records. Before turning on the Process, you should create a view on the page your Process fires from to test your dependent condition, if applicable. To do this, copy the SQL into the Filter Clause of the SQL view. You shouldn't see any errors when you save the view, and you should only see the records (if any) that match your criteria.

You're ready to set Process to Active to Yes and create a Response record in the Platform. After you receive a Response, you should see a task assigned to the designated Contact from the Opportunity, and email should go to the Participant who created the Response. If you manually create the Response in the Platform, be sure to click the Submit button.

Remember: If there are any issues, turn off the Process right away and start troubleshooting.