Test Cases for Salesforce (Manual + Live)

With Testsigma, creating test cases for Salesforce is easy as we can leverage Metadata artifacts, smart NLPs, and the debugger to Automate Salesforce Testing. Metadata artifacts help auto-learn Salesforce components, smart NLPs simplify test scenario expression, and the debugger facilitates real-time test authoring. This article discusses creating test cases for Salesforce Automation and using the debugger for Live Test Authoring in Testsigma.

Prerequisites

Before you begin, ensure that you have referred to:

1. Documentation on Salesforce Connected App.
2. Documentation on Salesforce Metadata connected to Testsigma.
3. Documentation on installing Testsigma Chrome Extension on your browser.

Steps to Create Test Cases for Salesforce

1. Navigate to Create Tests > Test Cases and click on Create Test Case.

2. From the Test Case Details page, you can create the test steps for your test case using either of the following methods:

   • Write test steps manually using Smart NLPs by clicking Add new step.
   • Use Debugger to record steps.
3. Once the test steps are created, click on Run to execute the Test Case.

Sample Test Case for Salesforce Automation

Let's say we have a scenario where we want to log in to Salesforce, navigate to the Sales tab, create a Lead record, and Edit the record form. Regular UI interactions require a lot of steps. However, with Testsigma's smart NLPs, we can automate the same flow in just four steps.

1. Use the NLP, Login to Salesforce using Salesforce Connection. Here, we can choose a connection or create a connection by clicking on Add Connection.
2. Use the NLP, Switch to Application and replace application from the dropdown.

3. Use the NLP, Create record using Salesforce Connection in Salesforce Object Form and store RECORD_ID in variable test data. This is an API step.

   • Click Salesforce Connection and choose the available connection from the dropdown menu.
   • Click Salesforce Object Form. This will open Create record using API overlay.
   • Choose the object form Select object dropdown menu. Alternatively, you can also search & choose the Object Form. This will open the form where we need to enter the details.
   • The form populates for the selected object. Enter data in the fields and click Save. Only the selected fields are sent in the API request.
   • Store the Record ID in a variable, which we’ll call Lead Records here. We can use this variable in the next test step to edit a record or across any test cases.
4. Use the NLP, Open the edit form for the record with the Record ID on the Salesforce Object. Here, you open the edit form using the $ Runtime test data type with the Record ID stored in the variable from the previous step.
5. Click on Debug & Record. This will open a Chrome window along with the test recorder. All the steps will be executed up to that point, and you can start recording UI interactions by clicking on the play icon.
6. Perform the actions and click on Stop. This will open the End session warning prompt.
7. On the End session warning prompt, click on Stop.
8. Refresh the Test Case Details page to see all the recorded steps.

Parametrization of Login NLP

1. From the Test Case Details page, create the test steps using the inbuilt Login NLP.
2. Click on Salesforce Connections, type ‘/’ and choose *Environment from the dropdown menu.

4. In the *Environment overlay, select an environment from the available Environments.