Salesforce world

A local Salesforce org with Leads, Accounts, Contacts, Opportunities, Quotes and validation rules. Test the sales agent that qualifies leads, moves stages and builds quotes.

LeadsOpportunitiesQuotesAccountsStages

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Salesforce · Opportunities · All Open by StageIllustrative

Qualification 2

006A1Pilot · Lee Holdings$9,000 · close Dec 12

006A2Expansion · Moss & Co$12,500 · Next Step set

Proposal/Price Quote 1

006B1Upgrade · Kim Park LLC$40,000 · quote 10% off

Negotiation/Review 2

006C1Renewal FY27 · Ortiz Labs$84,000 · contract back

006C2Renewal FY27 · Ortiz Labs (EU)$31,000 · still negotiating

Closed Won 1

006D1New logo · Park Dental$18,000

fig. 1 · illustrative replica · the agent's changes land as you scroll

What's in this world

What you get when you open Salesforce. Seeded, local, yours to break.

Seeded records

leads: 40 across Open, Working and Closed statuses
accounts: 20, two with the same name
opportunities: 30 from Qualification to Closed Won
quotes: 8 with line items from the Standard Price Book
validation rules: Close Date and Next Step required past Proposal

Agent jobs you can test

Convert a qualified Lead to an Account, Contact and Opportunity
Move an Opportunity to the next stage with the required fields
Build a Quote with discount inside the approval threshold

What your agent can get wrong here

The reply sounds right. The record is what counts.

ActionWhat the world recordsCommon mistake

Close an opportunityStageName, CloseDate and AmountCloses the same-name Ortiz Labs (EU) opportunity

Advance a stageStageName, NextStep and CloseDateMoves to Proposal with no Next Step and trips a validation rule

Generate a quoteQuoteLineItem discount and approval statusApplies a 30% discount that needs approval

Convert a leadLead.Status and the new AccountCreates a duplicate Account instead of using the existing one

Example test

Describe the job. Review the checks before anything runs.

Brief · plain EnglishIllustrative

Drafted test · reviewDrafting

01006C1 Closed Won with today's CloseDate
02006C2 still in Negotiation/Review
03006A2 in Proposal/Price Quote with NextStep filled
04Every quote at or under 15% or in Pending approval
05No Account OwnerId changed

fig. 2 · illustrative brief and drafted checks

Failures you can inject

Make it a bad day on purpose.

effectREQUEST_LIMIT_EXCEEDED on the next callfires before the handler · state untouched · same result every run

Evidence

StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations