Record and create Salesforce test case

Salesforce ERP exhibits dynamic object properties, making automation challenging. When recording in normal mode, the recorder struggles to locate objects during test step execution due to the dynamic nature of object IDs.

This is where the Salesforce recorder comes into play.  It collects four special properties (label placeholder, label XPath ID relative, label text, and label XPath position) to effectively manage the dynamic nature of Salesforce application objects.

Let's look into the recording of test steps with the Salesforce recorder.

1. Hover over the Automate section and click Test

2. Click the Create Test button to select Automated Test Case.

3. The "Create Test Case" window opens on the right. Fill in information such as Name, Priority, Assignee, and add a Description.  You can also add attachments like spreadsheets, videos, images, etc., to this test case. Once done, click the Create button at the bottom.

4. Now, to add steps in the empty test case, click on the "Recorder" option.

5. Select the Salesforce Recorder and click on Start Recording.

6. A window opens up, where you’ll have to provide the details of 

Environment: Select your Salesforce environment

URL: Enter environment URL

Consumer Key: Enter Consumer Key.

Consumer Secret: EnterConsumer Secret

Username: Enter your Salesforce username

Password: Enter your password

Once done, click on Get Token.

7. The recorder will start recording your actions on the Salesforce application in the form of steps. 

8.  Finally, click the Stop and Save button at the top of the recorder and select Yes on the confirmation pop-up to exit and save the test steps in the test case.

9. The recorded steps will be then saved in the test case. To run the test case, click on the Run button at the top.

10. The Run wizard opens. Add the run name and milestone. Click on Advanced Settings and select the execution agent and Salesforce plugin 

11. Finally, Click on Start Run to start the execution.

12. Once the execution begins, you’ll be able to view the live logs.

13. Once the execution is stopped, you’ll be able to view the result.

You've reached the end of this article and are now well-prepared to use the Salesforce Reorder. Ready to dive deeper? Check out the next article: Workday Recorder. Explore, experiment, and achieve your testing goals on Opkey!

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