This is Part 7 of our Demo & Integration series. Read Part 6 here: [Demo & Integration] Katalon and Cypress Integration
Introduction
Today we will take a look at how to automate Salesforce applications using Katalon. There are 4 use cases which are Lead, Case, Account, and Dashboard Management.
Requirement
- Katalon Studio
- Salesforce account
Use cases
1. Lead Management in Salesforce
Test Case
- Login into the Salesforce account
- Create a new lead
- Change status for a lead
- Change the lead owner
- Search lead with name and delete a lead
- Close application
2. Case Management in Salesforce
Test Case
- Login into the Salesforce account
- Create a new case
- Edit a case and change the status
- Search a case by ID and delete a case
- Close application
3. Account Management in Salesforce
Test Case
- Login into the Salesforce account
- Create an account
- Close application
4. Dashboard Management in Salesforce
Test Case
- Login into salesforce account
- Create a dashboard
- Create a component and add the report
- Create a filter
- Delete a dashboard
- Close application
Clicking on the links above will take you to the corresponding videos for each use case.
Repository for the sample project
How to automate
First, you would need to customize the Settings before recording a test case:
- Go to Project → Settings → Test Design → WebUI and change the priority of Xpath Locators. Please refer to our documentation for more information.
- Add Desired Capability to handle Popup (Show Notification). See our documentation for more information.
- Record Test script using Katalon Recorder. See our documentation for more information.
- Save Test objects and Test cases.
- Run the Test execution. See our documentation for more information.
- Verify the Test execution result. See our documentation for more information.
After you have recorđe you test case. If the execution fails because of the Element not interactable exception then please change the keyword Click to Enhanced Click.
How to run the sample project
- Update the application Salesforce application URL, Username, and Password inside the Default Profile. See our documentation for more information.
- Run the test execution. See our documentation for more information.
- Verify the Test execution result. See our documentation for more information.
Thanks for reading! 