We're building a journey in JB using Salesforce Data as the entry source. This eliminates the native "Test" function as an option. Does anyone have experience with this type of journey and how to conduct testing before activation?
Also, if the action is created/updated records, how do we trigger existing records that meet the journey criteria from CRM to enter at activation?
Yes, it removes the test function because SFMC doesn't have the data it could use for the test (it's triggered based, not Data Extension based).
As for testing Salesforce Data Entry:
1. Prepare some test records with your test emails/phones
2. While configuring the Salesforce Data entry, add Filter Criteria that will limit the entry to only those test Contacts (either by checking the email domain or some field value not occurring for regular Contacts).
3. Once everything works, you will create a new version with Salesforce Data entry that doesn't have this single filter.
As for the past records - there are two options:
1. Either you update the records on the SF side to trigger the entry (dirty but easy) or
2. You create a duplicate of that Journey but with Data Extension Entry filled via querying Synchronized Data Extension (clean, but a bit more complex with additional assets).
