- salesforce testing
Intro: Testsigma for Salesforce Testing- Creating an External Client App
- Creating a Salesforce Project
- Test Salesforce Connection
- Creating Metadata Connections
- Adding User Connections
- Build Test Cases: Manual+Live
- Salesforce Element Repositories
- Intro: Testsigma Special NLPs
- SOQL as Test Step
- Query Builder for Salesforce Testing
- Automating Listview Table NLPs
- Error Handling On Metadata Refresh
Creating an External Client App
Create an External Client App in Salesforce to link your Salesforce organization to Testsigma and download metadata. Salesforce has replaced connected app creation with External Client Apps in newer organizations. This article discusses how to create an External Client App in Salesforce and fetch the consumer details that Testsigma needs.
If your Salesforce organization still offers a New Connected App option, follow Steps to Create a Connected App (Legacy) instead.
Prerequisites
Before you begin, ensure that:
- A Salesforce organization exists.
- The admin email for the organization is accessible, since the identity verification code and the security token are sent there.
Steps to Create an External Client App
- Log into your Salesforce instance.
- On the Setup page, enter App Manager in the quick finder, and click App Manager.
- Click New External Client App at the top right of the App Manager list view.
- In the Basic Information section, enter the External Client App Name, API Name, and Contact Email.
Salesforce automatically fills in the API Name field.
- Set Distribution State to Local.
- Expand the API (Enable OAuth Settings) section and select the Enable OAuth checkbox.
- In the Callback URL field, enter the Testsigma callback URL.
Use this Callback URL: https://salesforce-callback.testsigma.com/authorize/
- Select the required OAuth scopes and move them to the Selected OAuth Scopes list using the arrow control.
The selected scopes are mandatory to connect to your Salesforce organization and download the metadata.
- Under Security, select Require Secret for Web Server Flow and Require Secret for Refresh Token Flow.
Testsigma connects through the standard OAuth web server (authorization code) flow, so you can leave the Flow Enablement, Canvas, Mobile App Configuration, and Custom Attributes sections unchanged.
- Click Create.
- Wait 10–15 minutes after creating the app before you establish a connection from Testsigma.
- Some Salesforce editions do not include API access, and connections cannot be created in them. For more information, refer to Salesforce editions with API access.
Fetch Consumer Details for an External Client App
- Open the External Client App you created and go to the Settings tab.
- Expand the OAuth Settings section.
- Click Consumer Key and Secret. The Verify Your Identity window opens in a new tab.
- On the Verify Your Identity window, enter the OTP sent to the admin email. Upon verification, Salesforce displays the Consumer Key and Consumer Secret.
Steps to Create a Connected App (Legacy)
Salesforce has deprecated connected app creation. Follow these steps only if your organization still offers a New Connected App option. Otherwise, follow Steps to Create an External Client App.
- Log into your Salesforce instance.
- On the Setup page, enter Apps in the quick finder, and click Settings under External Client Apps.
- On the External Client App Settings page, under the Connected Apps section, ensure the Allow creation of connected apps toggle is enabled.
- On the Enable Connected Apps Connection? dialog, click Enable.
The dialog appears only the first time the toggle is enabled. If connected apps are already enabled in your organization, continue from the next step.
- Click New Connected App.
- In the Basic Information section, enter the Connected App Name, API Name, and Contact Email.
- Salesforce automatically fills in the API Name field.
- The other fields are optional.
- In the API section, select the Enable OAuth Settings checkbox to set the Callback URL and Selected OAuth Scopes.
The selected scopes are mandatory to connect to your Salesforce organization and download the metadata. Use this Callback URL: https://salesforce-callback.testsigma.com/authorize/
- Click Save.
- Wait 10–15 minutes after creating the app before you establish a connection from Testsigma.
- A connected app is limited to a few approvals. When the limit is exceeded, the system can automatically revoke the oldest approval. As a best practice, create a separate connected app for each application connection.
- Some Salesforce editions do not include API access, and connections cannot be created in them. For more information, refer to Salesforce editions with API access.
Fetch Consumer Details for a Connected App (Legacy)
- Edit the connected app and click Manage Consumer Details. The Verify Your Identity window opens in a new tab.
Ensure that none of the checkboxes in the API section are selected.
- On the Verify Your Identity window, enter the OTP sent to the admin email.
- Upon verification, the Consumer Details page displays the Consumer Key and Consumer Secret.
Reset the Security Token
To get the security token, go to My Personal Information > Reset My Security Token and click Reset Security Token. Salesforce sends a new token to the admin email. For more information, refer to Salesforce.
Use the Consumer Key, Consumer Secret, and the security token when you create a metadata connection or a user connection in Testsigma.
Refer to the documentation on Salesforce troubleshooting guide for the most common issues while setting up an app for the connection.
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