Lead-routing test-case library
36 deterministic scenarios. Copy selected cases into the Run Log and freeze the expected route before execution.
Test ID,Type,Stage focus,Scenario,Setup / input,Expected outcome,Required evidence,Severity if failed,Automation,Applicable platform/channel,Preconditions,Assigned tester,Planned date,Run status,Issue ID
TC01,Positive,Submission to owner,Standard qualified inbound lead with all required fields,"Synthetic business email, unique domain, supported territory, score above threshold",Exactly one CRM record; expected account/route/owner; notification; acceptance and first action clocks start,"Submission ID, CRM ID, route log, owner history, notification record",Critical,Automate,Platform-neutral; label exact channel,,,,Not planned
TC02,Positive,Form capture,Native form submission with hidden source fields,Valid values for every required routing and attribution field,Raw submission values equal normalised CRM values under documented mapping,"Submission export, field history",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC03,Positive,Enrichment,Eligible work email and unique company domain,Provider enabled; no existing record,Enrichment completes or explicitly returns no-match without blocking safe route,"Provider/request log, enriched field history",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC04,Positive,Dedup,Known contact resubmits with same email,Seed canonical CRM record,Existing record updated or documented duplicate disposition; no second live record,"Submission IDs, CRM IDs, duplicate/merge history",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC05,Positive,Account matching,Unique company domain maps to named account,Seed account with expected owner,Lead associates with seeded account and inherits approved route,"Association history, route input/output",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC06,Positive,Round robin,Four sequential eligible leads to three active owners,Freeze owner list and starting counts,Assignments follow documented action-specific sequence; total portfolio count is not used as oracle,"Workflow action version, assignment sequence",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC07,Positive,Fallback,Valid lead with intentionally unsupported market,No primary matching rule; approved fallback configured,Lead is owned by fallback queue with explicit reason; not classified as lost,"Route log, fallback flag, queue owner",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC08,Positive,First action,Owner accepts and performs qualifying human activity,Define allowed activity types,First valid human action links to lead; automated acknowledgement excluded,"Activity ID, actor, automated flag",High,Human review,Platform-neutral; label exact channel,,,,Not planned
TC09,Negative,Submission validation,Required form field omitted,Bypass client validation where test environment permits,Submission rejected with visible error or explicit quarantine; no silent disappearance,"Browser/network trace, error record",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC10,Negative,Field datatype,Malformed employee count/date/country value,Send API or test form payload with invalid type,"Deterministic reject, normalise or quarantine outcome with reason","Request/response, validation history",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC11,Negative,Consent,Required consent unchecked,Jurisdiction/test form configured to require consent,Submission blocked or marked ineligible according to approved policy; evidence retained,"Form version, consent fields, validation result",Critical,Automate + legal review,Platform-neutral; label exact channel,,,,Not planned
TC12,Negative,Qualification,Clearly disqualified input,Disposable/personal email or excluded segment per policy,Disqualified with reason; no sales owner notification unless intentionally routed to nurture/review,"Qualification history, route outcome",Medium,Automate,Platform-neutral; label exact channel,,,,Not planned
TC13,Negative,Duplicate blocking,Seed duplicate that configured rule should block,Use same matching keys through Web-to-Lead/API/form channel,Expected block or update behavior occurs; error/recovery evidence preserved,"Duplicate rule result, submission/CRM records",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC14,Negative,Permission,Integration user lacks required field/object permission in sandbox,Temporarily remove test permission,"Sync fails visibly, impacted record appears in error evidence, no false success","Connector error, source and destination IDs",Critical,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC15,Negative,Notification,Owner assigned but notification recipient/address invalid in test,Use test user or suppressed delivery channel,Owner assignment remains distinguishable from notification failure; alert/escalation fires,"Owner history, notification status",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC16,Negative,Acceptance,Assigned lead intentionally not accepted,Use monitored test queue,Unaccepted flag appears at SLA; escalation is recorded,"Assignment, SLA, escalation log",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC17,Boundary,Qualification threshold,"Scores one below, exactly at and one above threshold",Three otherwise identical leads,Each outcome matches published operator and threshold inclusivity,"Score inputs, rule version, branch",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC18,Boundary,Company size,"Employee counts 49, 50 and 51 around territory split",Three otherwise identical leads,Owners match exact interval definitions with no gap/overlap,"Input values, route branch",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC19,Boundary,Geography,Postal/state/country edge shared by two territories,Use standard and alternate formats,Normalisation is explicit; exactly one route wins,"Raw/normalised values, route log",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC20,Boundary,Operating hours,"Submissions one minute before close, at close and one minute after","Freeze timezone, calendar and holiday settings",Business-clock SLA and after-hours route follow published definitions,"UTC/local timestamps, calendar version",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC21,Boundary,Duplicate concurrency,Two identical submissions at nearly the same time,Parallel test requests with one logical identity,At most one canonical live record or deterministic merge/recovery; repeated side effects prevented,"Correlation IDs, CRM IDs, integration attempts",Critical,Automate,Platform-neutral; label exact channel,,,,Not planned
TC22,Boundary,Field length and characters,"Maximum length, over-length, Unicode, leading/trailing whitespace",Reserved synthetic strings,"Values are accepted, normalised or rejected without route corruption","Raw/normalised fields, errors",Medium,Automate,Platform-neutral; label exact channel,,,,Not planned
TC23,Boundary,Multiple account candidates,Domain/alias can match parent and subsidiary,Seed two plausible account records,Documented precedence selects one or sends to manual review; no silent arbitrary match,"Candidate list, selected account, reason",High,Human review,Platform-neutral; label exact channel,,,,Not planned
TC24,Boundary,Rotation reset,Add/remove an owner after initial rotation in test workflow,Record pre-change sequence and version,Reset or continuation matches platform behavior and change record; post-change oracle updated,"Workflow revision, owner list, sequence",High,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC25,Exception,Owner unavailable,Expected owner inactive or removed from queue,Deactivate synthetic user or remove queue membership,Approved alternate owner/queue receives lead; alert records roster defect,"User status, route and owner history",Critical,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC26,Exception,Enrichment no-match,Personal email or company without domain,Provider returns ineligible/no data,Lead follows safe fallback or manual review; does not wait indefinitely,"Enrichment status, timeout, route outcome",High,Automate,Platform-neutral; label exact channel,,,,Not planned
TC27,Exception,Enrichment timeout,Simulate provider timeout or disable test endpoint,Set explicit timeout budget,Routing proceeds through documented degraded path or quarantine with alert,"Request timings, timeout/error, route",Critical,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC28,Exception,Integration hold,Exhaust test task quota or disconnect test app,Use sandbox/test workspace,Run becomes held/error and monitor detects it; classification changes at cut-off if unrecovered,"Middleware run status, alert, recovery",Critical,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC29,Exception,Retry/replay,Force action failure after an earlier successful side effect,Use idempotency key and replay capability,Replay completes missing step without duplicating prior CRM record/notification,"Original/replay run IDs, idempotency key",Critical,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC30,Exception,Workflow version change,Deploy a new rule between two identical test batches,Freeze pre/post version IDs,Each outcome is attributable to the active version; no mixed oracle,"Revision history, deployment time, run times",High,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC31,Exception,API channel bypass,"Create lead through API without assignment header, then with header","Same payload, two channel settings",Difference is observed and documented; production channel invokes intended rule,"API request headers, owner history",Critical,Automate,Platform-neutral; label exact channel,,,,Not planned
TC32,Exception,Log retention/gap,Use a known transaction outside available history or after successful-log cap,Preserve independent evidence ledger,Audit marks evidence incomplete; it does not infer success or no incident,"External ledger, missing-log note",High,Human review,Platform-neutral; label exact channel,,,,Not planned
TC33,Exception,Activity sync failure,Perform qualifying activity in external sales tool with connector disabled,Use synthetic lead and test activity,Lead is flagged unworked in CRM until sync/reconciliation detects external evidence; no false first-action claim,"External activity ID, connector error, CRM activity",High,Human-controlled,Platform-neutral; label exact channel,,,,Not planned
TC34,Exception,Form version drift,Update default consent/copy but leave one old form unchanged,Two form versions,Audit detects different text/version and routes remediation; result follows approved policy,"Form snapshots, version inventory",Critical where required,Human review,Platform-neutral; label exact channel,,,,Not planned
TC35,Exception,Intake capacity,Simulate or verify monitoring for intake/pending limits,Use non-production load test or configuration evidence,Alert and recovery playbook exists; no unsafe production load test,"Limit evidence, alert config, playbook",Critical,Human review,Platform-neutral; label exact channel,,,,Not planned
TC36,Exception,Manual reassignment,Expected owner reassigns lead before first action,Record original and new owner with reason,Initial routing correctness and later operational reassignment are reported separately,"Owner field history, reassignment reason",Medium,Automate + human review,Platform-neutral; label exact channel,,,,Not planned