Salesforce testing

Note:

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

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.

This tutorial is supported by a sample Git repository, which you can access to follow along. For a visual guide, video demonstrations of the steps for lead management, case management, account management, and dashboard management in Salesforce are available.

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.