Hello! This is for a standard workflow in Alteryx Designer. I have this project to automate tagging of opportunities and accounts from Salesforce. The workflow just adds two more fields to the data which is kind of the following:
1. Does the opportunity meet a certain set of criteria (yes/no)
2. If yes, what category does it fall under? (each category has its own set of criteria)
My question is that how do I effectively test my workflow results and show these to the stakeholders to build confidence in the model? are there best practices in workflow testing? I have ideas on my own but I also want to ask the community regarding this. Any idea will be appreciated. :)
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What I would do is to take a subset of your large data from Salesforce and run a sample use case against your manual process/other process via SQL etc.
You can do the following:
In fact, I wrote a whole Blog post here: https://community.alteryx.com/t5/Engine-Works/Tips-for-Reverse-Engineering-Current-Processes-in-Alte...
Have a read and let me know if it helps! :)
Hi @beejprado16 ,
As a technical presales/sales engineer responsible for proofing the value of Alteryx to prospects, this topic was always a struggle not only for me but for all the partners across the world I would say.
Not sure if that was what you are looking for, but there you go! :)
Best regards,
Fernando Vizcaino
Thank you @caltang and @fmvizcaino for your inputs. I also read the blog and yes it was helpful. I was actually thinking of sampling the data and have the end users do their current process and compare their results with the results of my model. Maybe, I just need to align the expectations on accuracy and how long is the QA period going to be. Thanks for the tips as well!
Glad it helps! Could you mark both replies - @fmvizcaino's reply and my reply as accepted solutions? This can help others in the community in the future as well + to close the thread.
Thanks @beejprado16 !