Adding a Test Contact to the Test Account in Salesforce

The steps outlined in this section build upon those covered in the previous topic, Creating a Test Account in Salesforce.

Note:In FlexNet Operations, the equivalent of a contact is a user.

To create a test contact in Salesforce

1.

On the page of the test account that you just created, locate the Contacts section and click New.

2.

Fill out the following fields:

•

Salutation—Select a salutation.

•

First Name—Enter a first name, for example, Demo.

•

Last Name—Enter a last name, for example, SF-TestUser.

•

Account Name—This field should be prepopulated with the name of the account you created in Creating a Test Account in Salesforce. If it isn’t, manually enter the name of the test account, SF-DemoAccount.

•

Email—Type an email address. This can be a ficticious address.

Note:Filling out the fields listed above is mandatory. If information for one of the fields is missing, the sync with FlexNet Operations will fail.

3.

Accept the default settings for all other fields.

An example of the New Contact dialog in Salesforce, where a contact named SF-TestUser is created.

4.

Click Save.

Do not close the page for the test contact you just created. Continue with the next step, Creating a Test Opportunity for the Test Account in Salesforce.