If no one gets notified… the process is broken.

What to Validate:

  • Emails are sent to the correct recipients
  • Trigger conditions are correct
  • Email content is accurate (dynamic data)
  • Timing is correct (immediate vs delayed)

How to Test:

  • Validate real scenarios:
  • Trigger the action (e.g. create/update record)
  • Check:
    • Who receives the email
    • Subject & body content
    • Dynamic fields (names, values, links)
  • Test positive + negative cases (should send / should NOT send)

Common Bugs:

  • Email not triggered
  • Wrong recipients
  • Incorrect or missing dynamic data
  • Duplicate emails sent
  • Email triggered at wrong time
  • Broken links inside email

Pro Tip:

Check spam/filters. sometimes the system works, but users never see it.