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Testing the Complete Setup

Once all four flows are active, test the full lifecycle:

  1. Create an Account with a GDriveFolderId__c pointing to an existing Google Drive folder.

  2. Create an Opportunity under that Account. Verify that:

    • A subfolder Opportunity - <Name> appears in the Account's GDrive folder.
    • Inside the subfolder, a copy of the Sales Calculator template exists, named <Name> - Sales Calculator.
    • The spreadsheet contains all three sheets: Sales Calculator, Settings, and the hidden Opportunity Products sheet.
    • The Opportunity's GDriveFolderId__c and SalesCalculatorSpreadsheetId__c fields are populated.

  3. Add products to the Opportunity. For each product, verify that:

    • A new row appears in the Opportunity Products data sheet with the correct Id, Product name, Qty, Unit Price, Discount %, and Default Unit Cost.
    • The Sales Calculator sheet updates automatically - the product profitability table shows the new line, KPIs recalculate, and charts reflect the new data.

  4. Edit a product (change quantity, price, or discount). Verify that the corresponding row in the Opportunity Products sheet updates and the Sales Calculator recalculates.

  5. Remove a product from the Opportunity. Verify that the row is deleted from the Opportunity Products sheet and the Sales Calculator adjusts accordingly.

  6. Test the what-if scenarios on the Sales Calculator sheet: type a number (e.g. 5) into the Extra Discount % input cell and verify that the scenario values recalculate, showing the impact on deal value and commission.

Async execution

All sync flows run asynchronously after the Salesforce transaction commits. There may be a short delay (a few seconds) before changes appear in the spreadsheet.

Viewing the hidden data sheet

To inspect the Opportunity Products sheet during testing, right-click any sheet tab in Google Sheets and select Show sheet > Opportunity Products. You can hide it again after verification.