---
schema_version: "1"
id: b2dc4f467b6368ec8b883fc33c001925876a0c0abe1be5c588553c1a1d9bafe8
title: Test the Proactive Service Flow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/test_the_proactive_service_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.test_the_proactive_service_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dc7e343defec5078b16fc3922b8e90562e8572a6a2cf1a01c3e7c24e9eac7670
description: Validate the end-to-end configuration by simulating a customer trigger and confirming the agent response.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Test the Proactive Service Flow

Validate the end-to-end configuration by simulating a customer trigger and confirming the agent response.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">additional add-on licenses</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">LWR</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;language=en_US&amp;type=5" target="_blank">Aura</a></td></tr></tbody></table>

Make sure that you’ve an active detection rule and turn on Agentforce Service agent.

Testing makes sure that data signals from Data 360 reach the Service messaging environment. This validation confirms that the routing logic and record updates function correctly before you publish the outreach to customers.

1. From Data 360, select the **Calculated Insights** tab.
2. Select a test record and update the source data to reach the trigger threshold.
3. Log in to your Experience Cloud site as a test user.
4. Verify that the Proactive Service Campaign Handler component displays the chat invitation.
5. Select the **chat invitation** to initiate a session.
6. Interact with the Agentforce Service Agent and confirm it performs the resolution steps.
7. Open the **Service Campaign Member** record in Salesforce and verify the status update.