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Added Troubleshooting doc for Salesforce (#440)
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Added a new Troubleshooting doc & updated special NLPs doc for salesforce.
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bharathk08 authored Jul 8, 2024
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3 changes: 2 additions & 1 deletion src/left-nav-title.json
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"object-learning": {"/docs/windows-automation/object-learning": "Object Learning (Using UFT One)"},
"import-tsrx-files": { "/docs/windows-automation/import-tsrx-files/": "Importing/Updating TSRx Files" },
"record-elements": {"/docs/elements/mobile-web-application/record-elements/": "Record Multiple Elements" },
"add-test-cases-for-mobile-web-app": {"/docs/test-cases/manage/add-test-cases-for-mobile-web-app/": "Test Cases (Mobile Web App)" }
"add-test-cases-for-mobile-web-app": {"/docs/test-cases/manage/add-test-cases-for-mobile-web-app/": "Test Cases (Mobile Web App)" },
"most-common-issues": { "/docs/troubleshooting/salesforce-testing/most-common-issues/": "Most Common Issues" }
}
36 changes: 36 additions & 0 deletions src/pages/docs/salesforce-testing/special-nlps.md
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- type: link
name: "List of Special NLPs"
url: "#list-of-special-nlps"
- type: link
name: "Using API NLP Test Steps"
url: "#using-api-nlp-test-steps"
---

---
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| Edit record with **RECORD_ID** using **User Connection** in **Salesforce Object** | This NLP updates a record using RECORD\_ID for a specific Salesforce object using the update record API. <br><br> **User Inputs in NLP:** <br> 1. RECORD_ID <br> 2. User Connection<br> 3. Salesforce Object |
| Delete record with **RECORD_ID** using **User Connection** in **Salesforce Object** | This NLP deletes a record using RECORD\_ID for a specific Salesforce object using the delete record API. <br><br> **User Inputs in NLP:** <br> 1. RECORD_ID <br> 2. User Connection<br> 3. Salesforce Object |

---

## **Using API NLP Test Steps**

1. Let's say you want to automate the creation of a Salesforce Lead record.

To create a lead record, navigate to the **Leads** tab, click **New**, and fill out the form with details such as the lead's name, company, contact information, and descriptions. After entering the necessary information, save the record. The lead will be available for future actions, such as follow-ups or conversion into an account, contact, or opportunity.

Guess what? With Testsigma, you can perform all these actions in a single API step using the following NLP:

![Create Lead](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/apinlpcl.png)

Here’s a quick GIF demonstrating how to create a Salesforce lead record.

![Create Lead](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/CreateAPISF.gif)

2. To edit any lead record using **RECORD_ID**, you can use the following NLP:

![Edit Lead](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/apinlpedit.png)

Here’s a quick GIF demonstrating how to edit a Salesforce lead record.

![Edit Lead](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/Editleadsf.gif)


3. To delete any lead record using **RECORD_ID**, you can use the following NLP:

![Delete Lead](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/appinlpdlt.png)

Here’s a quick GIF demonstrating how to delete a Salesforce lead record.

![Delete Lead](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/deletesflead.gif)

---
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---
title: "Issues While Testing Apps Built on Salesforce"
page_title: "Troubleshooting Some General Issues"
metadesc: "Learn how to resolve some of the general issues while testing applications built on Salesforce | Troubleshooting general issues in Salesforce Testing"
noindex: false
order: 23.911
page_id: "Troubleshooting Guide for Salesforce Testing"
warning: false
contextual_links:
- type: section
name: "Contents"
- type: link
name: "Authorization Failure"
url: "#authorization-failure"
- type: link
name: "Login NLP is Not Working"
url: "#login-nlp-is-not-working"
- type: link
name: "MFA Challenge"
url: "#mfa-challenge"
---

---

This troubleshooting guide for Salesforce Testing in Testsigma provides solutions to common issues while testing applications built on Salesforce.

---

## **Authorization Failure**

### **Symptoms:**
![Auth Failure](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfauthfailure.png)

### **Possible Causes:**
- **ClientId** and **Secret** are incorrect.
- **Environment** might be wrong (e.g., production vs. development).
- **Callback URL** is incorrect.

### **Steps to Resolve**

**1. Verify ClientId and Secret:**
- Doubl check the **ClientId** and **Secret** provided by the service and ensure there are no typos.
- Regenerate the **ClientId** and **Secret** if necessary.

**2. Check Environment Settings:**
- Ensure the correct **Environment** is selected (development, staging, production).
- Confirm your application's configuration.

**3. Check Callback URL:**
- Ensure the **Callback URL** matches the service provider's settings and check if there are typos.
- Ensure your server is configured to handle the callback request.

**4. Additional Notes:**
- Ensure the application's **permissions** and **scopes** are set correctly while creating a connected app.
- Check network & firewall settings for blocks on the authorization endpoint.

For more information, refer to [creating a connected application](https://testsigma.com/docs/salesforce-testing/connected-app/).

---

## **Login NLP is Not Working**

### **Symptoms:**
Users can sync metadata but the login step fails.


### **Possible Causes:**

- Salesforce **Access Token** and **Refresh Token** might have expired.
- The same connected app is being used by multiple users simultaneously.
- Users might have changed the connected app configuration in the Salesforce org.

### **Steps to Resolve**

**1. Re-authenticate Salesforce Connection:**

- Try to authenticate the Salesforce connection again and obtain a new Access Token and Refresh Token.

**2. Verify Connected App Settings:**

- Check the connected app configuration in Salesforce and ensure all settings are correct.

**3. Best Practices:**

- Use different connections for different testing environments to avoid conflicts.


---

## **MFA Challenge**

### **Symptoms:**
Users can sync metadata but encounter an MFA challenge during the process.

### **Possible Causes:**
- Salesforce org configuration needs verification.

### **Steps to Resolve**

**1. Disable Org Level MFA Configurations:**

- Disable the **Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org** setting.
![Disable MFA Config](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfmla.png)

**2. Disable User Level MFA Configurations:**
- Ensure that user-level MFA settings follow the required configuration. If not, adjust them accordingly by navigating to **Account > Settings > Advanced User Settings > User Details > Profile**

![MFA APIs](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfmla2.png)

![API Only User](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfmla3.png)

**3. Best Practices:**

**Waive MFA for Exempt Users:**

- Ask customers to enable **Waive Multi-Factor Authentication for Exempt Users** in Salesforce.
![Waive MFA](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/waivemfasf.png)


**Create a Permission Set for Automation Users:**

- Create a new permission set specifically for automation users.

- Assign this permission set to users who are performing Salesforce authentication.

---

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