From 2f5345027501d73dad3594ec9f7a0d7403afd377 Mon Sep 17 00:00:00 2001 From: Bharath Krishna <118433150+bharathk08@users.noreply.github.com> Date: Fri, 19 Apr 2024 09:17:09 +0530 Subject: [PATCH] Added SF Intro, Connected App & Project Docs (#395) --- .../docs/salesforce-testing/connected-app.md | 66 ++++++++++++++++++- .../salesforce-testing/create-sf-project.md | 35 +++++++++- .../docs/salesforce-testing/introduction.md | 36 +++++++++- 3 files changed, 129 insertions(+), 8 deletions(-) diff --git a/src/pages/docs/salesforce-testing/connected-app.md b/src/pages/docs/salesforce-testing/connected-app.md index bf2929fc..85c5cb47 100644 --- a/src/pages/docs/salesforce-testing/connected-app.md +++ b/src/pages/docs/salesforce-testing/connected-app.md @@ -1,7 +1,7 @@ --- title: "Creating a Connected App" -page_title: "Create Connected App" -metadesc: "How to create connected app" +page_title: "Create a Connected App" +metadesc: "A connected app is important to link external applications & the Salesforce ecosystem. This article discusses how to create a connected app in Salesforce." noindex: false order: 29.2 page_id: "Create Connected Application" @@ -12,8 +12,68 @@ contextual_links: - type: link name: "Prerequisites" url: "#prerequisites" +- type: link + name: "Steps to Create a Connected App" + url: "#steps-to-create-a-connected-app" +- type: link + name: "Fetch Consumer Details" + url: "#fetch-consumer-details" +--- + +--- + +Creating a connected app is important to link external applications and the Salesforce ecosystem. With a connected app, you can integrate APIs, enable single sign-on (SSO), and build applications. This article discusses how to create a connected app in Salesforce. + --- +## **Prerequisites** + +- Salesforce organization with the test setup. + +--- + +## **Steps to Create a Connected App** + +1. Log into your Salesforce instance. +![Login](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcalg.png) + +2. On the **Setup** page, enter **Apps** in the quick find box, then choose **App Manager**. +![Setup](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcasa.png) + +3. On **Lightning Experience App Manager**, click on **New Connected App**. This will open **App Manager** for **New Connected App**. +![LE App Manager](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcalena.png) + +4. In the **Basic Information** section, enter **Connected App Name**, **API Name**, and **Contact Email**. +![Basic Information](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sacabi.png) + +[[info | **NOTE**:]] +| - Salesforce automatically fills in the **API Name** input field. +| - Other input fields are optional. + +5. In the **API** section, select the **Enable OAuth Settings** checkbox to set **Callback URL** and **Selected OAuth Scopes**. The **Selected OAuth Scopes** are mandatory in the **Connected App** to connect & download the metadata. +![API Details](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcaapiinfo.png) + +6. Click on **Save**. +![Save](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcasave.png) + +[[info | **NOTE**:]] +| A connected app is limited to only a few approvals. The system can revoke the oldest approval when the limit exceeds automatically. As a best practice, you can create a different connected app for each new application connection/connection. + --- -Coming Soon! \ No newline at end of file +## **Fetch Consumer Details** + +1. Edit the connected app and click on **Manage Consumer Details**. This will open a new window. +![Edit](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcaed.png) + +2. On the **Verify Your Identity** window, enter OTP sent to the admin email. +![Verify](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcavyi.png) + +3. Upon verification, the **Consumer Details** page will be displayed with **Consumer Key** and **Consumer Secret**. +![Consumer Details](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcacdtls.png) + +4. For Security Token, go to **My Personal Information > Reset My Security Token** and click on **Reset Security Token**. A new token will be sent to admin mail. +![Reset Security Token](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcarst.png) + + +--- \ No newline at end of file diff --git a/src/pages/docs/salesforce-testing/create-sf-project.md b/src/pages/docs/salesforce-testing/create-sf-project.md index 75cf339f..835f0be0 100644 --- a/src/pages/docs/salesforce-testing/create-sf-project.md +++ b/src/pages/docs/salesforce-testing/create-sf-project.md @@ -1,7 +1,7 @@ --- title: "Creating a Salesforce Project" page_title: "Introduction: Testsigma for Salesforce Test Automation" -metadesc: "Salesforce Testing with Testsigma helps reduce average test authoring time by 50%, and test case execution will be 2X faster with a user-friendly interface" +metadesc: "Create and manage projects for Salesforce applications. This article discusses how to create a project for Salesforce testing in Testsigma." noindex: false order: 29.3 page_id: "Testsigma for Salesforce Test Automation" @@ -12,8 +12,39 @@ contextual_links: - type: link name: "Prerequisites" url: "#prerequisites" +- type: link + name: "Steps to Create a Salesforce Project" + url: "#steps-to-create-a-salesforce-project" +--- + --- + +In Testsigma, users can create and manage multiple projects and applications. Creating a Salesforce project is the same process as any other project. This article discusses how to create a project for Salesforce testing in Testsigma. + + --- -Coming Soon! \ No newline at end of file +## **Prerequisites** + +- A Salesforce org with test setup +- Salesforce Connected App + +--- + +## **Steps to Create a Salesforce Project** + +1. From the **Dashboard**, go to **Project** and click on **New Project**. +![New SF Project](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfpccnp.png) + +2. On the **New project** page, + - Enter **Project name** and choose **Salesforce** from the **Application type** dropdown. + ![Name & App Type](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfnpc.png) + - Enter **Application** name, **Version** and click on **Create**. + ![App Name & Version](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfpccoc.png) + +3. You’ll be redirected to the Salesforce connections page. +![SF Connections](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfprtsfc.png) + + +--- \ No newline at end of file diff --git a/src/pages/docs/salesforce-testing/introduction.md b/src/pages/docs/salesforce-testing/introduction.md index c6043008..a7db60a3 100644 --- a/src/pages/docs/salesforce-testing/introduction.md +++ b/src/pages/docs/salesforce-testing/introduction.md @@ -10,10 +10,40 @@ contextual_links: - type: section name: "Contents" - type: link - name: "Prerequisites" - url: "#prerequisites" + name: "Setup" + url: "#setup" +- type: link + name: "Getting Started" + url: "#getting-started" +- type: link + name: "Getting Help" + url: "#getting-help" +--- + +--- + +Salesforce is a cloud-based Customer Relationship Management (CRM) platform that is the backbone for many businesses worldwide. However, testing applications built on Salesforce can be difficult because of complex workflows, frequent updates, and complex DOM structures. Testsigma revolutionizes Salesforce test automation by reducing average test authoring time by 50%, ensuring reliability, speeding up test case execution (up to 2X faster), and providing a user-friendly interface with a minimal learning curve. + +--- + +## **Setup** + +- For setup, refer to creating a connected app and configuring metadata connection. + --- +## **Getting Started** + +- Create User Connections +- Live Test Authoring +- Element Repositories +- Special NLPs + --- -Coming Soon! \ No newline at end of file + +## **Getting Help** + +- Reach out to Testsigma support at **support@testsigma.com**. + +--- \ No newline at end of file