Test that the creation of an Account in CRM moves to SL as a customer.

· Create an Account in CRM.

· Set the Relationship Type to “Customer”.

· Be sure to include data in all the fields as shown below.
Enter different phone numbers, street info, cities, states, etc in all fields to test that the correct values are being mapped.

· When you SAVE the record it will be queued to create a customer in SL. The SL Customer ID will have the same first three letters as the Account Name plus five numbers appended to it. The system assigns the numbering starting with “00001” and will increment by 1 until it finds a unique value.

NOTE: The Account Number field will only have a value after it has integrated with SL.

NOTE: On the creation of a new Account, the Credit Limit will be set to Admin Hold in SL regardless of how it is set in CRM.

NOTE: The Credit Limit will not integrate from CRM to SL.

REPEAT THESE STEPS, USING VARIATIONS OF DATA, UNTIL SATISFIED.

Check that the data moved to SL just as it was entered in CRM. You don't need to check for proper text casing (UPPER CASE, lower case, Proper Case, MiXEd cAsE, etc.), but the screen should have similar casing throughout. Below are screen shots of where the data will be presented in SL.

Creation of SL Customers that move to CRM

Once you have tested the creation of CRM Accounts that move to SL, test the reverse situation of creating Customers in SL that become Accounts in CRM.

REPEAT UNTIL SATISFIED.

NOTE: Credit Limit and Status will update from SL to the CRM Account. Also, the SL Customer ID will populate the CRM Account Account Number field.

Modifying CRM Accounts that will Update SL Customers

Update, all, but at random, linked fields in a previously created Account. Make sure that the changes are automatically made in SL.

REPEAT UNTIL SATISFIED.

NOTE: The Credit Limit and Credit Hold fields will not be updated in SL from CRM.

Modifying SL Customer that will Update CRM Accounts

Update, all, but at random, linked fields in a previously created Customer. Make sure that the changes are automatically made in the CRM Account.

REPEAT UNTIL SATISFIED.