Salesforce testing

Note:

• Please note that the integration will work for most users but has not been tested for every use case.

This project demonstrates how Katalon Studio helps users to automate Salesforce applications. It contains some of the test cases for Lead, Case, & Account Management. The Dashboard Management test cases contain an example for the iframe.

Use cases

• Lead Management in Salesforce

  1. Login Salesforce account.

  2. Create a new lead.

  3. Change status for a lead.

  4. Change the lead owner.

  5. Search a lead by name and delete a lead.

  6. Close application.

• Case Management in Salesforce

  1. Login Salesforce account.

  2. Create a new case.

  3. Edit a case and change the status.

  4. Search a case by ID and delete a case.

  5. Close application.

• Account Management in Salesforce

  1. Login Salesforce account.

  2. Create an account.

  3. Close application.

• Dashboard Management in Salesforce

  1. Login Salesforce account.

  2. Create a dashboard.

  3. Create a component and add the report.

  4. Create a filter.

  5. Delete a dashboard.

  6. Close application.

Automate Salesforce test cases

• Katalon Studio

• Salesforce account

• Sample Git repository for this project.

• You can refer to video demonstration of the steps:

  • Lead Management in Salesforce

  • Case Management in Salesforce

  • Account Management in Salesforce

  • Dashboard Management in Salesforce

1. Customise Setting before recording a test case:
   Go to Project > Settings > Test Design > Web UI and change the priority of Xpath Locators.
2. Add Desired Capability to handle Popup (Show Notification). You can refer to Manage Desired Capabilities in Katalon Studio.
3. Record test script via Katalon Recorder and save test objects and test cases. You can refer to 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.