Initial Setup

Use Case 1: Initial Setup (Admin)

Objective

Configure Flexible Team Share for first use in the organization.

Prerequisites

• System Administrator profile
• FTS_App_Access permission set assigned

Steps

Step	Action	Expected Result
1	Navigate to App Launcher	Search shows “FlexiTeam” app
2	Open FlexiTeam app	FlexiTeam Home page loads
3	Click “Configuration Wizard” tab	Wizard displays with two sections
4	In “Object Configuration”, click “Add Object”	Modal opens with available objects
5	Select “Case” from dropdown	Case object selected
6	Click “Save”	Config saved, Case appears in list as Active
7	(Optional) Schedule cleanup job	Job scheduled, next run time displayed

Validation Points

• [ ] Only objects with Private/Public Read Only OWD appear in dropdown
• [ ] Already configured objects don’t appear in dropdown
• [ ] Active toggle works correctly
• [ ] Cleanup job can be scheduled/unscheduled

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Use Case 7: Deactivate Object Configuration (Admin)

Objective

Disable team sharing for an object and remove existing shares.

Prerequisites

• Object already configured and active
• Team members exist for this object

Steps

Step	Action	Expected Result
1	Open Configuration Wizard	Config list visible
2	Toggle “Active” switch off for Case	Confirmation dialog
3	Confirm deactivation	Status changes to inactive
4	Check existing Case teams	Team members remain but shares removed

Validation Points

• [ ] Batch job runs to delete share records
• [ ] Team member records preserved
• [ ] Can reactivate later (shares recreated)
• [ ] Warning about share removal shown

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Use Case 9: Manual Cleanup Execution (Admin)

Objective

Manually trigger cleanup of expired team members.

Prerequisites

• Admin access
• Expired team members exist (End_Date__c in past)

Steps

Step	Action	Expected Result
1	Open Configuration Wizard	Scheduled Jobs section visible
2	View “Expired Members” count	Shows number of expired records
3	Click “Run Cleanup Now”	Batch job starts
4	Refresh page	Expired count reduced to 0

Validation Points

• [ ] Expired count accurate
• [ ] Batch job completes successfully
• [ ] Expired members deleted
• [ ] Associated share records removed

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Use Case 11: Configure Component Display (Admin)

Objective

Customize the Object Team Member component appearance: change the card title and set the maximum number of displayed team members.

Prerequisites

• System Administrator profile
• Access to Lightning App Builder

Steps

Step	Action	Expected Result
1	Open record page in Lightning App Builder	Page editor loads
2	Click on the “Team Members” component	Component properties panel opens on the right
3	Change “Card Title” to custom value	Title preview updates
4	Set “Max Displayed Members” to desired number	Display limit configured
5	Save and activate the page	Changes applied
6	Open a record with team members	Component shows configured title and respects display limit

Configuration Options

Setting	Values	Behavior
Max Displayed Members = 5	Default	Shows first 5 members, “Show X more” for the rest
Max Displayed Members = 0	Show all	All team members visible, no collapse/expand
Max Displayed Members = 3	Custom limit	Shows first 3 members, “Show X more” for the rest

Validation Points

• [ ] Card title changes reflected on the record page
• [ ] Display limit respected (correct number of members shown)
• [ ] “Show X more” button appears when members exceed limit
• [ ] Setting limit to 0 shows all members without collapse button
• [ ] Record owner always appears first regardless of limit
• [ ] “Show less” button collapses list back to configured limit
• [ ] Changes persist after page reload