After creating a Bot, it is highly recommended that you test it too. The purpose of testing a Bot is to double-check whether the Bot works the way you want.
Let's learn how to test a Bot with a simple example. Say you have created a Bot to send your Facebook leads to Salesforce. Then you've saved it, activated it i.e. you've turned the Bot ON, and now you've landed on the Test step, which looks like in the picture below.
You can run the test in two ways:
- I'm done. Run the test: Here, you go to the trigger app and manually fire the trigger yourself—in this example, you go to Facebook Lead Ads and create a new lead there, which can even be a sample lead.
- Run with sample data: Clicking this button opens a pop-up where you enter some dummy data to fire the trigger right here.
You can skip the test by clicking on 'Skip the Test >>' below the prompt. But we HIGHLY RECOMMEND you to test your Bot after you've turned it ON.
1. I'm done. Run the test
Go to your Facebook Lead Ads form and create a sample lead.
Now, on your Automate.io dashboard, click 'I'm done. Run the test'. The Bot will start looking for the new lead.
Note: You have to click 'I'm done. Run the test' only after creating a lead on Facebook.
When the lead is found, it will show up on your Salesforce.
Click on the image to enlarge it
2. Run with sample data
When you click on 'Run with sample data', you will see a form which lets you enter some dummy data.
After you've finished entering, click 'Proceed'. A new lead will be created on your Salesforce.