From 064e77a85fe876cd935596dfe80ff6a2661eadcc Mon Sep 17 00:00:00 2001
From: Bharath Krishna <118433150+bharathk08@users.noreply.github.com>
Date: Mon, 8 Jul 2024 10:04:50 +0530
Subject: [PATCH] Added Troubleshooting doc for Salesforce (#440)
Added a new Troubleshooting doc & updated special NLPs doc for salesforce.
---
src/left-nav-title.json | 3 +-
.../docs/salesforce-testing/special-nlps.md | 36 +++++
.../salesforce-testing/most-common-issues.md | 126 ++++++++++++++++++
3 files changed, 164 insertions(+), 1 deletion(-)
create mode 100644 src/pages/docs/troubleshooting/salesforce-testing/most-common-issues.md
diff --git a/src/left-nav-title.json b/src/left-nav-title.json
index 01841ce5..286a1b2f 100644
--- a/src/left-nav-title.json
+++ b/src/left-nav-title.json
@@ -679,5 +679,6 @@
"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" }
}
\ No newline at end of file
diff --git a/src/pages/docs/salesforce-testing/special-nlps.md b/src/pages/docs/salesforce-testing/special-nlps.md
index ad5d78a2..3a0ee7aa 100644
--- a/src/pages/docs/salesforce-testing/special-nlps.md
+++ b/src/pages/docs/salesforce-testing/special-nlps.md
@@ -15,6 +15,9 @@ contextual_links:
- 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"
---
---
@@ -55,4 +58,37 @@ With Testsigma's special NLPs, you can scale and enhance Salesforce Testing. The
| 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.
**User Inputs in NLP:**
1. RECORD_ID
2. User Connection
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.
**User Inputs in NLP:**
1. RECORD_ID
2. User Connection
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:
+
+ 
+
+ Here’s a quick GIF demonstrating how to create a Salesforce lead record.
+
+ 
+
+2. To edit any lead record using **RECORD_ID**, you can use the following NLP:
+
+ 
+
+ Here’s a quick GIF demonstrating how to edit a Salesforce lead record.
+
+ 
+
+
+3. To delete any lead record using **RECORD_ID**, you can use the following NLP:
+
+ 
+
+ Here’s a quick GIF demonstrating how to delete a Salesforce lead record.
+
+ 
+
---
\ No newline at end of file
diff --git a/src/pages/docs/troubleshooting/salesforce-testing/most-common-issues.md b/src/pages/docs/troubleshooting/salesforce-testing/most-common-issues.md
new file mode 100644
index 00000000..f8bc22c1
--- /dev/null
+++ b/src/pages/docs/troubleshooting/salesforce-testing/most-common-issues.md
@@ -0,0 +1,126 @@
+---
+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:**
+
+
+### **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.
+ 
+
+**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**
+
+ 
+
+ 
+
+**3. Best Practices:**
+
+**Waive MFA for Exempt Users:**
+
+ - Ask customers to enable **Waive Multi-Factor Authentication for Exempt Users** in Salesforce.
+ 
+
+
+**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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