Testing the Lead Nurturing Workflow
Before releasing your workflow, test the workflow to make sure it functions as designed.
After setting your workflow release status to Testing, test the following functionality:
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Test workflow initiation. Make sure the workflow initiates with a Lead record is created.
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Test conditions. Set up a testing scenario where you can verify that the conditions in States 1 and 2 can evaluate to both true and false. For more information, see Testing Workflow Conditions.
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Test actions and transitions. Make sure that the actions and transitions in each step appear in the workflow execution log and complete successfully. For more information, see Testing Actions and Transitions.
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Test scheduled transitions. To test the scheduled transitions in Steps 1a and 2a, set the smallest possible delay. For more information, see Testing Scheduled Actions and Transitions.
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Test Send Campaign Email actions. Use the workflow execution log to make sure that the Send Campaign Email actions in Steps 1, 2, 3, 4, and 5 send an email. For more information, see Testing a Send Email Action.
After you have tested the lead nurturing workflow, change the release status to Released. See Release Status.