ChildFund POC Proof of Concept ScenariosLesson 4: Adding Children to a Child Pool

Lesson 4: Adding Children to a Child Pool

Login to Salesforce as an Affiliate Member

Login to Salesforce with the following credentials for Edward Wallace, Australia Affiliate Member

URL:  https://test.salesforce.com/

User Name:  ew@cftest.com

Password:  alliance2012

Go to the 'Sponsorship Search' tab

Go to the 'Sponsorship Search' tab

Go to the 'Sponsorship Search' tab in the top frame of the page.

Search for child(ren)

Search for child(ren)

Enter the filter criteria to return a specific set of results:

1. Select the applicable field to use as your filter.

2. Select the operator.

3. Enter the value to match.

4. Repeat Steps 1 through 3 to add additional filter criteria.

5. Click the 'Search' button.

Select the Child(ren) to Add to the Pool

1. Go to the bottom of the page to view the rendered list of results.

2. Select the checkbox next to the child to be sponsored.

3. Click the 'Add to Child Pool' button.

Add the Child(ren) to Pool

Add the Child(ren) to Pool

Use the lookup to search and select the Australia Child Pool.

Click the 'Add to Child Pool' button.

Confirm Child(ren) Added Successfully

Confirm Child(ren) Added Successfully

Go to the 'Child Pool' tab.

Confirm child(ren) successfully added to pool.

View Child Record

1. Select the Name hyperlink for a child added to the pool.

2. On the Contact Detail section of the child's record:

     Go to the 'Child Status' field:  value now equals Child Pool

     Go to the 'Contact Owner' field:  value now equals Edward Wallace

3. Scroll to the bottom of the page to the 'Campaign History' related list to see the child pool and Start/End Dates.

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