Adding User Connections

Once you've set up the Salesforce Metadata connection, you can add user connections in Testsigma. These connections are associated with Salesforce user profiles, such as Salesforce admin or sales representative. You can also assign a single connection to multiple users. This article discusses adding User Connections for Salesforce projects in Testsigma.

Prerequisites

• Salesforce organization with the test setup.
• Salesforce connected app. For more information, refer to creating a connected app.
• Salesforce metadata connected to Testsigma. For more information, refer to creating metadata connections.

Steps to Add User Connections

1. From the Dashboard, click on SF connections.
2. On the Salesforce connections page, click Add Connection on User connection section. This will open the User connection prompt.

3. On the User connection prompt,

   • Enter Connection name

   • Choose the Authentication type from the dropdown.

     • For OAuth, enter Username, Consumer key, Consumer secret, and Callback URL.
     • For User name & Password, enter the Username, Password, Security token, Consumer key, and Consumer secret. In this example, we are choosing OAuth 2.0.
   • Enter the Username, Consumer key, Consumer secret, and Callback URL, and click on Authorise & Connect.
   • A new window will open up requesting for Salesforce Login. Enter the credentials and click on Log In.
   • Once the User connection is created successfully, click on Done.
4. You can see the created connection under SF connections > User connection.

Steps to Edit User Connections

1. From the Dashboard, click on SF connections.
2. In the User connection section, hover over the connection, click on the kebab menu, and choose Edit connection from the dropdown menu.
3. On the User connection prompt, update the details and click on Authorise & Connect.

Steps to Delete User Connections

1. From the Dashboard, click on SF connections.
2. In the User connection section, hover over the connection, click on the kebab menu, and choose Delete connection from the dropdown menu.
3. On the Delete connection warning prompt, click on Delete.
4. The User connection will be deleted successfully.