Create a Test Template

To create a test template: 

  1. From the Test Templates page, click New Template.
  2. Type a meaningful Test Template Name and Description.
  3. Select a Template Type. Options available in the current release are:
    • Contract – Specify fields from the Contract, Asset, and Subscription objects to use to test contract validity.
    • Quote – Specify fields from the Quote and Quote Line objects to test price quote calculation, contract amendment, and contract renewal.
  1. For each object in the Available Objects list:
    1. Select the object from the list to display the fields for that object.
    2. Select the fields to include in the test template.
      InformationFor more-refined access to the fields in the table:
      • In the filter box, type field label and API name strings to filter the rows that appear in the fields table.
      • In the field table, click any column heading to sort the table on that column.
  2. In the filter box, optionally type field label and API name strings to filter the rows that appear in the fields table.
  3. To save, either:
    • Click Save to save the test template and return to the Test Templates page.
      Or:
    • Click Save & New to save the test template and start creating a new template.
InformationEven though you can select all fields for the Quote and Quote Line objects while creating a quote test template, the related Salesforce CPQ APIs used by test cases do not return values for all fields. Refer to Adding Reference Fields for details.