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Bill flow, Normal company to normal company flow, Brazil company to Brazil…
Bill flow
Normal company to normal company flow
User on Argentina company
Trigger decision request in CIAL360 for a company in Argentina
Go to Billforward
Accounts
Select Company
Profile
Meta Data to validate
Tax ID
Evaluation Ids
Country
Duns
Segment request id
Subscription
Meta Data to validate
Invoice
Check out url
Company appears in the table with correct data
Go to salesforce
Accounts is created
Opportunities is created
Correct name
Correct Stage - "Use Case Qualification & Demo"
Account
BFAccount
All data is mirror from the billforward
BFSubscription
All data is mirror from the billforward
BFInvoices
All data is mirror from the billforward
Check out URL included
Copy the link from billforward to salesforce and enter to account
Go to the mail of the company that received the applicant pay
Click on the link button
On the welcome page click on next
Billing form
Fill the fields
Confirm
1 more item...
Flows
Brazil (general) - Argentina
Brazil - Brazil
Mexico - Mexico
Normal - Country that dosn't exist in CIAL (e.g US / Romania)
Brazil - Mexico
Mexico - Brazil
Brazil (general) - Peru
Brazil company to Brazil company flow
User on Brazil company
Trigger decision request in CIAL360 for a company in Brazil
Go to Billforward
Accounts
Select Company
Profile
Meta Data to validate
Duns
Segment request id
Tax ID
Evaluation Ids
Country
Subscription
Meta Data to validate
Invoice
Check out url
Company appears in the table with correct data
Go to salesforce
Accounts is created
Opportunities is created
Correct name
Correct Stage - "Use Case Qualification & Demo"
Account
BFAccount
All data is mirror from the billforward
BFSubscription
All data is mirror from the billforward
BFInvoices
All data is mirror from the billforward
Check out URL included
Copy the link from billforward to salesforce and enter to account
Go to the mail of the company that received the applicant pay
Click on the link button
On the welcome page click on next
Billing form
Fill the fields
Confirm
1 more item...
Mexico company to Mexico company flow
User on Mexico company
Trigger decision request in CIAL360 for a company in Mexico
Go to Billforward
Accounts
Select Company
Profile
Meta Data to validate
Duns
Segment request id
Tax ID
Evaluation Ids
Country
Subscription
Meta Data to validate
Invoice
Check out url
Company appears in the table with correct data
Go to salesforce
Accounts is created
Opportunities is created
Correct name
Correct Stage - "Use Case Qualification & Demo"
Account
BFAccount
All data is mirror from the billforward
BFSubscription
All data is mirror from the billforward
BFInvoices
All data is mirror from the billforward
Check out URL included
Copy the link from billforward to salesforce and enter to account
Go to the mail of the company that received the applicant pay
Click on the link button
On the welcome page click on next
Billing form
Fill the fields
Confirm
1 more item...