A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Create representative test records and permissions.
- Exercise successful, invalid and unauthorized operations.
- Compare critical behavior with production expectations before launch.
An email integration can use a controlled test recipient rather than real customer addresses.
A mistake to avoid
Do not assume a sandbox's simplified authentication or limits match production exactly.
How to check progress
Maintain a list of untested production differences and resolve them before relying on the workflow.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Choosing an agent when a workflow is not a fixed script.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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