Test Matrix
Per-workflow checks
Cross-Cutting Checks
Account-wide before go-live
Method
How we test
Tests used Meta's reusable test lead (test@meta.com), so no real lead was contacted. Cards were moved in the CRM screen the way the sales team will move them, because moves made through the API do not start workflows. Each result was read from the workflow's run log, including the response Meta returned. After testing, the test card was returned to New Lead and the temporary bad lead tag was removed.