USAM Activity Search: Testing
Verify the Synchronization with TextKernel works.
- Create Searchable Activities records:
- Repeat this process three times to have three records for your test.
- See if you can return candidates
based on the Searchable Activity.
- Let Bullhorn know when this is complete.
- We’ll check TK
and verify that the new data sync has been successful.
- We’ll check TK
- Add data into the Searchable Activity object.
- This will be an ongoing, incremental population via a flow trigger.
- For more details on flow triggers, see the What is a Record Triggered Flow. article
- This will be an ongoing, incremental population via a flow trigger.
- Create a flow to create/update Searchable Activity records upon creation Triggers for resynchronisation to Textkernel.
- This will be handled via a trigger in the managed package.
- Add the Activity Search Facet to the USAM filter panel.
- For steps to add this, see Configure USAM Activity Search Facet
- Test in a Sandbox
/UAT environment.
You have now verified your Activity Search feature works and syncs properly.
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