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