Salesforce NLPs and queries

Salesforce testing has 19 NLPs of its own, available in no other application type. They read the metadata synced from your org, so a step can name an object, a field, or a connection directly instead of navigating the UI to reach it. There are also 2 ways to query Salesforce data from a test.

Before you use any of them, the org needs a metadata connection. See Set up Salesforce testing.

Sign in and navigate

NLP	What it does	Inputs
Login to Salesforce Application application using Salesforce Connection connection	Signs in to the configured instance with a chosen application and user connection	Salesforce Application, Salesforce Connection
Login to Salesforce using Salesforce Connection	Signs in with a chosen user connection. This is the default NLP for a test case	Salesforce Application
Switch to Salesforce Application application	Switches to the application you select	Salesforce Application
Navigate to Salesforce tab	Moves to a tab within the same application	Salesforce Tab

Work with records

NLP	What it does	Inputs
Create record in Salesforce Object Form using Salesforce Connection connection and store the record id in variable test data	Creates a record through the create record API and stores its RECORD_ID in a variable	Salesforce Connection, Salesforce Object Form, variable
Update record in Salesforce object form where record id is test data using Salesforce connection connection	Updates a record through the update record API	Salesforce Connection, Salesforce Object Form, RECORD_ID
Open the create Salesforce Object record form	Opens the create record form on the selected tab	Salesforce Object
Open the edit Salesforce Object form where record id is Record ID	Opens the edit form for a specific record on the selected tab	Record ID, Salesforce Object
Open the Salesforce Object details page where record id is Record ID	Opens the record’s view page on the selected tab	Record ID, Salesforce Object
Delete record in Salesforce Object where record id is test data using Salesforce Connection connection	Deletes a record through the delete record API	RECORD_ID, User Connection, Salesforce Object
Get record details from Salesforce Object Form for RECORD_ID test data using Salesforce Connection connection	Fetches a record’s details for the selected object fields. Variables and verifications can be added straight from the response body	Salesforce Object Form, RECORD_ID, Salesforce Connection
Store the recordID from details page into variable	Captures the record ID from the details page currently displayed and saves it to a runtime variable during execution, for later steps to use	Record ID, variable

Work with fields

NLP	What it does	Inputs
Select multiple options using value test data in the element multipicklist	Selects values in a multipicklist	Test Data, Element
Remove multiple options using value test data in the element multipicklist	Removes values from a multipicklist	Test Data, Element
Undo field in element	Undoes the update on the selected field	Element
Enter test data in the element richInput text box	Enters text into a rich input textbox	Test Data, Element
Select option test data from element picklist	Selects an option from a picklist	Test Data, Element
Search test data on element lookup	Searches within a lookup field	Test Data, Element
Clear and enter test data in the element field	Clears whatever is in the field, then enters the test data	Test Data, Element

Note

The multipicklist, undo, rich input, lookup, and picklist NLPs can be recorded rather than typed.

Note

Every value in a multipicklist NLP has to match the criteria, or the step does not behave as expected.

Work with listview tables

Table NLPs act on a Salesforce listview, a virtual table whose cells behave differently from one another: some are editable, some are dropdowns, some hold checkboxes. They act on those cells directly rather than through generic clicks.

Note

Create a table element before using a table NLP. Without one, the step fails at execution.

Add table NLPs the same way as any other step, from the Test Case Details page.

Query Salesforce data

Two features run SOQL against your org, and which you use depends on whether you want to write the query yourself.

SOQL as a test step

A SOQL step retrieves live Salesforce data during a run, so a test can verify values in real records and reuse them in later steps.

1. Open the test case, click the step options list, and select SOQL.

2. Select a connection from Salesforce Connection, or parameterize it.

3. Enter the query in the editor and click Run Query.

4. Read the response on the Table, Outline, or JSON tab.

5. On the Outline tab, store values as variables or add verifications from the response.

6. Click Create to add the step to the test case.

A query looks like this:

SELECT Id, Name, Phone, Industry, BillingCity, BillingState
FROM Account
WHERE Industry = 'Technology' AND BillingState = 'CA'
ORDER BY Name
LIMIT 50

Query Builder

Query Builder assembles the same SOQL without writing it, and previews the query as you go.

1. Open Salesforce Query Builder from the utility panel on the test case page.

2. Select the connection from SF Connection.

3. Choose a Salesforce object in FROM, such as Account or Contact.

4. Add fields in SELECT, such as Type, RecordTypeId, or Industry. The preview updates as you add them.

5. Click + Add Condition to filter with a WHERE clause.

6. Set ORDER BY and LIMIT for the order and the number of records.