How to create custom test data
There are several different use cases for custom test data in Nonprofit Cloud. Let's look at three of them and the best ways to create the custom test data to be used:
- Test new releases: NPSP has biweekly bug fixes in addition to Salesforce's three feature releases per year.
- New functionality: Testing for new functionality by developers, QA, and UAT.
- Training: Internal training in Salesforce.
Test data doesn't sound like it should be difficult, right? But it can be. You want to be sure that every worst-case scenario is explored and anything that might befuddle the new functionality, release, or user input is tested. From a trust and security perspective, you don't want to use private information to do this.
When I first began, I laboriously created an entire set of custom data to use in a demo instance. I carefully pulled out all the required fields as well as the preferable ones, specifically for a volunteer...
