E-Commerce System
- Document the process for deploying changes in the Business Manager to production
- Train the relevant Salesforce admins on the process
- Provide screenshots of the donation UI in the shopping cart with various configurations
- Merchant donations
- Customer donations
- Matched donations
- Fixed amount
- Percentage
- RoundUp
- One charity
- Multiple charities
- Provide screenshots of the text in the shopping cart describing the donation
Common Issues
- For RoundUps, confirm that even dollar amounts are processed as full dollar donations
- For returned orders, ensure the donated amount is not refunded to the customer
- Ensure that no taxes are charged on the donated amount
OMS Integration
- Confirm that the OMS system processes the donation data correctly when an order is shipped
- Inform ChangeUp about the frequency that you intend to send donation batches to the ChangeUp API
End-to-End Testing
Perform the following tests via manual or automated testing and notify ChangeUp so we can confirm that the donations were correctly processed on our end.
- Place an order without making a donation and ensure that no donation is processed
- Place an order with a customer-only donation
- Place an order with a merchant-matched donation
- Place an order with a merchant-only donation
- Place an order with multiple charities
For questions: katie@changeupforcharity.com