Sandbox environment (optional)

If you would like to have a sandbox Conveyor instance to connect your Salesforce instance to for testing, you would need to:

• Let Conveyor customer support know so we can configure your account to support a sandbox
• Go to https://app.conveyor.com/signup and sign up with a plus-addressed email account
  • E.g. If your email is [email protected], use [email protected] (as an example - the part after the "+" can be whatever you want)
  • If you want to invite team members, make sure to also invite them using plus-addressed emails - they will need to create accounts using these plus-addressed emails
• If you're testing the Trust Center, let Conveyor customer support know that you've created the sandbox so we can approve the sandbox Trust Center for you

Once the above steps are done, you can use this Conveyor instance to do everything you can do in your production instance, including setting up integrations.

Test steps

See revenue impact in Conveyor

• Find a connection in Conveyor that was created in the last year
  • If you don't have a connection, connections are automatically created when:
    • A user accesses your Trust Center (the email domain for that user becomes the connection)
    • A questionnaire is uploaded (the domain of the customer that sent you the questionnaire is the connection)
• In Salesforce, find or create an Account with the same domain as the connection in the Website field
• If they don't exist, create Opportunity records associated with that Account with the Amount value filled in
  • Conveyor looks at "Closed Won" Opportunities by default, but you can also look at all Opportunities via a settings change
• Go back to Conveyor (https://app.conveyor.com) and reload - you should see the Opportunity amounts come into the "Business Impact" chart
  • You can click the "Download data set" icon to see the numbers that make up the chart

See customer activity in Conveyor

• Access the Trust Center using an email that will be linked to an Account in Salesforce
  • For example, if in Salesforce you have an Account with the Website field set to "example.com", then you should make a request to your Trust Center using an email like "[email protected]".
• Do some Trust Center activities
  • Sign the NDA
  • Download some documents from the Trust Center
  • Expand some of the questions listed to look at the answers
• Refresh the Salesforce Account and you should see Events showing those Conveyor activities from your user

Trust Center auto-approval and NDA bypass

Auto-approval

Out of the box, Conveyor will auto-approve emails:

• That match the Email of a Contact in Salesforce; or,
• Whose domain matches the Website field on an Account.

So to test auto-approval:

• Try requesting access with an email that already exists as a Contact or has its domain on an Account
  • This user should be auto-approved, meaning that shortly after they request access, the page updates and prompts the user for a one-time password that was sent to the requestor's email
• Try requesting access with an email that does not exist as a Contact or have its domain on an Account
  • This user should not be auto-approved, and should see a prompt on the screen that the request is under review

Note: We block free email domains (e.g. Gmail) so make sure you're not testing with those.

NDA bypass

Out of the box, Conveyor will auto bypass NDA for auto-approved users that have user-specified field checked / marked as true in on the associated Account record in Salesforce. You can specify this field's API name in the Salesforce settings modal in Conveyor.

• Make sure you have non-public content available in your Trust Center
• Setup an Account in Salesforce that has your user-defined field marked as true
  • Make a request to Conveyor with an email that will be linked to that Account
  • The request should be auto-approved and no NDA should be required to view non-public content in Conveyor
• Setup an Account in Salesforce that has your user-defined field marked as false
  • Make a request to Conveyor with an email that will be linked to that Account
  • The request should not be auto-approved and an NDA should be required to view non-public content in Conveyor

Take action from Salesforce

Invite to Conveyor button

• In Salesforce, navigate to a record on the object that you added the "Invite to Conveyor" button to (e.g. Account or Contact)
• Click the "Invite to Conveyor" button
• In the modal:
  • Put an email that does not already have access to Conveyor
• That email should receive a notification that they have access to your Trust Center

Upload questionnaire

• In Salesforce, navigate to a record on the object that you added the "Upload Questionnaire" button to (e.g. Account or Opportunity)
• Click the "Upload Questionnaire" button
• In the modal:
  • Fill out the details
  • Upload a file or input the portal details
• Go back to Conveyor (https://app.conveyor.com/received-questionnaires) and you should see your questionnaire appear