Salesforce testing

Note:

This integration provides assistance for certain user-specific use cases, but it is not officially supported. Compatibility with all user requirements is not guaranteed.

This tutorial illustrates how Katalon Studio facilitates the automation of Salesforce applications, covering test cases for lead, case, and account management. Additionally, the dashboard management test cases include an example involving an iframe.

Use cases for Salesforce testing

Use Case	Actions
Lead management	Log in - Create a new lead - Change status - Change owner - Search and delete a lead - Close application
Case management	Log in - Create a new case - Edit and change status - Search and delete by ID - Close application
Account management	Log in - Create an account - Close application
Dashboard management	Log in - Create a dashboard - Add components and reports - Create filter - Delete dashboard - Close application

Automate Salesforce test cases

• Katalon Studio installed.

• An active Salesforce account.

• Sample Git repository for this project.

• You can refer to video demonstrations of the steps with Katalon Academy:

  • Lead Management in Salesforce

  • Case Management in Salesforce

  • Account Management in Salesforce

  • Dashboard Management in Salesforce

1. Go to Project > Settings > Test Design > Web UI and change the priority of Xpath Locators.
   
2. Add Desired Capability to handle Popup (Show Notification). See Manage Desired Capabilities in Katalon Studio.
3. Record test script via Katalon Recorder and save test objects and test cases. See Record Web utility in Katalon Studio.
4. Update the application URL, username, and password inside the Default profile.
5. Run the test execution. You can refer to Execute tests with Katalon Studio overview.
6. Verify the test execution result. You can refer to View test runs and execution logs.

If the test execution fails because of "Element not interactable" exception, you can change the keyword Click to Enhanced Click.