Best practice: open the guest registration pages in a private/incognito window (so you are NOT logged in as an admin). This truly exercises the guest user. Keep this file open in your normal window for the admin verify links.
1
Advanced Trial 1 — internal single volunteer
Component: BUR Volunteer Trial Registration • locked to Advanced Trial 1 • cap 80 • no family
Steps
- Enter First name, Last name, a unique Email, phone.
- Pick a Department (e.g., Example Partner Organization).
- Leave participation type = Single Traveler.
- Check the 3 consents, enter waiver initials, optionally the marketing opt-in.
- Click Register.
✔ Green success message. A new Contact is created under the chosen Account, and a Trial Registration (Status = Confirmed) links to it.
Confirm as admin
2
Advanced Trial 2 — family / group + partner org
Component: BUR Volunteer Trial Registration • family ON • cap 310
Steps
- Fill the primary registrant (unique email), pick a Department.
- Set participation type to a Family option.
- Click Add party member twice; fill names (one can be an email-less minor — tick Minor).
- Accept consents + initials, then Register.
✔ 3 Trial Registrations created: the primary plus 2 children (children have Parent Registration set to the primary). New Contacts created under the chosen Account.
Confirm as admin
Recent Trial Registrations
Open the primary → check the Parent Registration children.
3
Integrated Trial — public, family with minor
Component: BUR Volunteer Trial Registration • family ON • no cap
Steps
- Fill the primary registrant with a unique email.
- For Department, choose Public / Community (the default for public registrants).
- Add a party member and tick Minor.
- Accept consents + initials, then Register.
✔ Registrations created under the Public / Community Account. No cap error regardless of volume.
Confirm as admin
4
Contact matching — email, then name
Reuses an existing Contact instead of creating a duplicate
4a — Match by email
- Register once with email match.test@example.com.
- Register again with the same email but a different name.
✔ The 2nd registration links to the same Contact (no duplicate Contact for that email).
4b — Match by name (no email hit)
- Register with a first+last name that already exists but a new email.
✔ Links to the existing Contact matched by First + Last name.
Confirm as admin
5
Validation — consents & waiver required
The form must block incomplete submissions
Steps
- Fill name/email but leave the liability waiver unchecked (or blank initials) → click Register.
- Then uncheck privacy/terms and retry.
✔ A clear error appears (“Please accept the privacy policy, terms, and liability waiver…”) and no record is created.
6
Staff Participants — add a worker by email
Component: BUR Staff Trial Sign-Up • authenticated • auto “Staff” role
This page is login-required. Open it in your normal (logged-in) window as a coordinator/admin who has the BUR Trial Staff Coordinator permission set.
6a — Happy path
- Enter the email of an active Salesforce user (e.g., your own login email).
- Tick one or more trials → Add to trial(s).
✔ A Trial Team Member is created per trial, linked to that User, with Trial Role = Staff (Status Active). The "Staff" role already exists on each seeded trial (Default).
6b — Error path
- Enter an email that has no Salesforce user (e.g., nobody@nowhere.example.com) → submit.
✔ A clear error: “No user found for … Staff must have a Salesforce user…”. No record created.
Confirm as admin
★
Admin quick links
Jump straight to the seeded records and object lists
Object lists
Seeded trials
Seeded "Staff" roles & accounts
Registration pages (guest)
BURBox sandbox • Checklist state is saved in your browser (localStorage). Admin links require you to be logged into Salesforce in the same browser.